Is there a way to see only objects that are associated with a particular key?

Yes, when entering an account you can use to the “Lookup Account” option. To see only objects associated with a particular key you can search by the key number or lookup the key number. Then only the objects associated with that key will display. You can also search for objects in this lookup.

Show All Answers

1. How do I request access to the system?
2. How do I log in?
3. Are there user manuals to walk me through how to enter something into the system?
4. My workspace is blank and says “Workspace Loading” but nothing is happening, what do I do?
5. I’m receiving too many emails from the system, is there a way to keep the emails from overcrowding my inbox?
6. What is a Security Code?
7. What are Screen Masks?
8. Can records be exported to excel?
9. What information is required to be entered?
10. Why is the Attach button greyed out and unable to be selected?
11. Can I modify what is displayed in grid mode?
12. Is there a way to see only objects that are associated with a particular key?
13. I received the error “Invalid account association in fiscal year”, what does this mean?
14. How do I view jobs that I have run in the past but no longer show up in my Workspace Job Queue?
15. Can I start a record with information and then come back at a later date to complete it?