Product Grid Overview

Product Grid enables you to view all products associated with an account. You can also useProduct Grid to add products to the account you're currently viewing.

Tip:

You can right-click a column header to display grouping and sorting actions.

Viewing Products

To refresh the data displayed in Product Grid, click Refresh.

Note:

Product Grid is read only.

Add Products to an Account

Tip:

Easily switch between the accounts available for selection and the accounts you've selected using the Show Selected and Show All buttons.

To add products to an account:

  1. Go to Product Grid on the account record page that you want to add products to.
  2. Click Add Products.
  3. Select the products you want to add to the account or search for a product using three or more characters that appear anywhere in the product's name. To select all available products, select the checkbox in the heading line.
  4. Click Add to Account.

Remove Products from an Account

To remove products from an account:

  1. Go to Product Grid on the account record page that you want to remove products from.
  2. Select the checkbox next to each product you want to remove from the account.
  3. Click Remove Accounts.
  4. Click Remove.
Notes:
  • Clicking Remove Accounts does not delete the product, it only removes it from the account.
  • If you don't have the appropriate permissions, the Remove Accounts button does not display. Contact your administrator.