More about the home page
In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
| Recent Choice | Description |
|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
About Reminder Logs
Reminder logs are generated when you send reminder emails from the Collections page. A reminder log is generated for each reminder that is sent. You can review the reminder logs to view details of reminders that were sent and whether they were sent successfully or not. Each log contains details of the reminder sent, the account and sales invoice associated with the reminder and any messages generated by the reminder process. For more information, see Reminder Log Fields.