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. |
In FinancialForce Professional Services Automation a resource is a type of contact. Once you have resources in FinancialForce PSA you can carry out many tasks depending on the permissions that your administrator has assigned including:
Resource change records track changes made to the resource's regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. and utilization target.
Related Tasks
Reference Materials