Records
Records are used throughout Catalyst to store and manage information relating to a business process, case, matter, customer, application, or any other type of work item.
Depending on your permissions, you may be able to create records, update information, manage access, complete tasks, and view activity associated with a record.
The following articles explain the most common record-related actions and features.
Working with records
Creating and editing records
These articles explain how records are created and how information can be updated after a record has been created.
Record access and permissions
These articles explain how access to a record is controlled and how users can be granted or removed from a record.
Finding and managing records
This article explains how to use the Records list page, including navigation, searching, filtering, and other common actions.
Things to remember
- Access to records depends on your permissions and role.
- Some records may be automatically created by workflows and integrations.
- Record visibility can be controlled using Owners, Assignees, and other access settings.
- The Records list provides tools for finding, filtering, and managing records.