Page History

Your Convergence application has several tabs. Each tab

represents an object.

In Convergence, every underlined blue text is a link. In Convergence, links bring to a new page.

Buttons exemple : "Save", "Edit", "New Visit Minute".

Tooltips are help texts : just hover the sign "?i" with your mouse and the help text will show.

Click On any object's home page, click on this dropdown menu and choose amonst amongst listviews. Click on the "Go" button if needed.

Listviews display a list of records for a given object. In this example, the listview "0. All Accounts" shows all suppliers in Convergence.

Fields are used to store informations : this is where you read or write things... Fields in red with an asterisk are mandatory.

Click on the magnifier to fill in lookup fields. They are used to search in the Convergence database more easily. 

In the lookup field, searches can be done by name or with all fields.select always "All fields" This allows for more results in research

The Convergence Quick Search is on top of any screen. Use it to search anywhere in Convergence.

When you click on any object (Account, RFI, Visit Minute...), a page is displayed. Object details is the first part of this page. The second part are all the related lists : see below.

Related list in Convergence are On any object's page, related list are small tables showing informations which are linked to the this object. For example, the there is a "Visit Minute" related list on an any account page : it shows all the Visit minutes from this account.