Viewing and Accessing Recent Items

Viewing and Accessing Recent Items

The Recent Items menu lists screens previously accessed by the logged-in user so he/she can easily navigate back to them.  To access the list, click the Recent Items ribbon menu item in the top-left of the application.  This file-menu displays the 10 most recent records opened by the user for seven (7) of the Personify screens (including customized screens).  In the image below, the recent items are showing the past CRM360 records open.

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