Recently Viewed

Use the Recently Viewed features on the Menu Bar and Personal Workspace Welcome Tab to view a list of the records you have recently worked on.

To open from the menu bar

  1. On the Menu Bar, click Recently Viewed.
  2. Click the record type you are looking for, for example Accounts.

A list of recently viewed records displays.

  1. Click the record you want to view.

The Recently Viewed list may not include records viewed by using the detail views Move Next and Move Previous buttons until after changing views or refreshing the view.