When performing business tasks, you interact with data in different ways, such as creating records, updating data and sorting and filtering.

For example, you can adjust the size of any window, change the view from a list to data entry, expand the width of columns and increase the height of column headers, and change the sort order of data in columns.

The following table lists some of the general functionality with links to topics that describe them.

To	See
Understanding the different layouts	Understanding Views
See which fields must be filled in	Mandatory Fields
Learn about how to sort data	Sorting
Use Search to look for a specific record	Searching and Filtering Lists
Learn how the references work in Service Manager	Using References
Using the reporting system	Working with Reports
Adding a note	How to: Add a Note
Adding a task	How to: Add a Task
Adding documents to a record	Document Storage
Amend the basic setting	General Settings