Access a Record from the Record Explorer

In the Record Explorer pane, using the Record Hierarchy, you can access via their relationships to other records.

Steps

  1. Access Record Manager, selecting the record whose related records you want to view.

    If the record you accessed has related families, they will be visible in the Record Explorer pane.

  2. Select a related family to expand it.
  3. Select the record that you want to access.

    The datasheet for the selected record appears.

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