Workspace Configuration Option For Pb Users Ch. 18 Flashcards

1
Q

What is the effect on a user of setting the Default View to invoices?

A

Prof TX inquiry will open to the invoice you by default

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2
Q

True or false: settings made from the Modify Inquiry menu affect all users with access to prof TX inquiry?

A

False; this configuration tool saves settings per individual user

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3
Q

True or false: filters need to be re-applied to workqueues every time a user logs in.

A

False: the system remembers a filter per workqueue, per user

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4
Q

How does a user find a subset of records in a WQ that qualifies for certain characteristics?

A

Filter

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5
Q

How would a user add an activity to their Hyperspace toolbar?

A

Epic, recent, right-click the recent activity, add to my toolbar

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