Overview of Standard Workspaces

You can work with different records when you are not actually changing the information in them. By understanding standard workspaces and how to open, forward, copy, and print records, you will become more efficient while working in the product suite.

B2C Service provides a standard workspace for each record type (answers, assets, contacts, incidents, opportunities, organizations, and tasks), plus a standard workspace for quotes, quote products, and service opportunities on their respective windows. B2C Service also contains standard chat workspaces for staff members working in Chat. Each workspace defines the buttons and tabs on the ribbon, the buttons on the Quick Access toolbar, which fields are available, what toolbars and buttons are displayed on record tabs, and how the information is organized on the content pane.

B2C Service also provides standard multi-edit workspaces for each record type. Each multi-edit workspace defines fields for updating more than one record in a single operation instead of performing the same action on each individual record.

Your organization may use the standard workspaces, or your administrator may have created one or more custom workspaces. No matter which workspaces your organization uses, your profile contains a workspace for each record type you have permission to access (and quotes, service opportunities, and chat workspaces, if applicable). Keep in mind that the workspace your profile uses may display a different ribbon, different buttons on the Quick Access toolbar, a different combination of fields, or a different location for fields on the content pane.

Tip: You can drag and drop record tabs to rearrange their order on each workspace. If you rearrange tabs, the tab order for that workspace is stored in the local settings on your workstation until you reset the local settings. See Change Your Personal Settings.

For information about working with specific records and a description of their standard workspaces, see any of the following references.

• Organizations—See Overview of Organizations.
• Contacts—See Overview of Contacts.
• Tasks—See Overview of Tasks.
• Incidents—See Overview of Incidents.
• Answers—See Overview of Answers.
• Opportunities—See Overview of Opportunities.
• Assets—See Overview of Asset and Product Registration.