Note: The records and fields you can view or edit may vary based on your role, permissions, and Pavilion app.
What is a record?
A record is a single entry in Pavilion.
For example:
A customer profile is a customer record.
An inventory item is an inventory record.
A sale is a sales record.
A job is a job record.
How to open a record
1. Go to the tab that contains the record you want to view. For example, select Customers to find a customer record or Inventory to find an inventory item.
2. Use the list view or search to find the record.
3. Select the record name to open it.
Review Record Details
1. After you open a record, review the information on the record page.
Depending on the record type, you may see:
Contact or account information
Item details
Transaction details
Status information
Notes or activity
Related records
Some records may also include tabs, sections, or related lists that organize additional information.
2. You can return to the list of records by clicking on the appropriate tab or using the “Back” button on your browser’s panel.