Product Grid Overview

Product Grid enables you to view all products associated with an account. You can also use Product 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.

Filtering Products

Filters enable you to focus the products displayed in Product Grid or the Add Products to Account window so that only the records you want to view are displayed.

To filter products:

  1. In the Product Grid or Add Products to Account window, click to open the Filters panel.
  2. [Optional] Search for and select the product families you want to filter by.
  3. [Optional] Populate any additional filter fields provided by your administrator.
  4. Click Apply.
  5. Click again to close the panel.
Notes:
  • If you click , the filters remain applied.
  • Searching in the product and resource look-up fields with an empty search bar now returns all available results.
  • If you don't have the appropriate permissions to the fields in the Filters panel, you will not see the corresponding field. Contact your administrator.

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.