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Basics of Page and Record Management
Make your first steps in IFS Cloud and learn how to use the basic features to manage your pages and records.
Records
Manage your records and learn to use its filters in IFS Cloud.
Managing Records
Make the basics on your records: create a record, duplicate or delete one...
Managing Records - Create, Delete, Duplicate...
You can use the different filter options available to modify your records.

Basics of Page and Record Management
Make your first steps in IFS Cloud and learn how to use the basic features to manage your pages and records.
- Home Page
  Discover the home page screen features.
- Keyboard Shortcuts
  Help your navigation and save your time using thekeyboard shortcuts.
- Saving List Proposals as Favorites
  You can filter contents appearing in lists when completing page details, by adding some of them as favorites.
- Pages
  Manage your pages in IFS Cloud.
- Adding a Lobby to the Home Page
  You can add a lobby to your home page so that you can directly access specific information and pages linked to your tasks on IFS Cloud.
- Records
  Manage your records and learn to use its filters in IFS Cloud.
  - Displaying Records
    The same records can be displayed through different views based on what you want to see or achieve.
  - Managing Records
    Make the basics on your records: create a record, duplicate or delete one...
    - Managing Records - Create, Delete, Duplicate...
      You can use the different filter options available to modify your records.
    - Saving Records as Favorites
      Add and visualize your favorite records.
    - Using the Airmar Button
      In order to help your navigation in IFS Cloud, we set up an Airmar button, specific for our entities to help you access and perform actions.
  - Searching Records
    Use the record filters or the search tool to make your searches easier and save time.
- List View Display Settings
  Customize the data display: simplify your settings display and act on the data.
- Naming Conventions

Managing Records - Create, Delete, Duplicate...

You can use the different filter options available to modify your records.

Filter: you can filter your records, for example here according to the Customer, his Name, the Country, the Association No, the Creation Date of your record...
New: add a new record.
Edit: modify the data of the record.

When you select a checkbox for a line of a record, new actions are available.

The actions can be different according to the page open. For example, in this page:

Duplicate the record.
Delete selected record(s).
Notification options, you can configure the setting to be notified when someone perform an action on different options: Create Task, View Tasks, Subscribe.
Details: open Detailed Record View.
Customer 360: see an overview of the data.