The Connect platform consists of the following software components known as modules:
Each module implements one or more connected business objects required in the business flows to integrate with 3rd party systems.
All Connect users can quickly open and access a required module management screen from any place in the user interface by:
Many modules contain one or more data grids in their pages. Data grids enable account staff to review a list of business objects and run operations with them. For example, a user starts creating a new object or views its details by clicking on that object.
To narrow down a list of objects, the account can use search patterns of two types (the following examples are valid for the Contracts module):
Search via a specific filter. For example, to display contracts of specific types, click the Filter button. Thereafter, select Type from the filter list and specify your contract type.
Alternatively, you can use a column header. For example, to find a specific product from the list by its name, click on the Name header and add name filter with a product you are looking for.
For more details about an individual module, refer to the corresponding document from this set. Use the navigation menu from the community page or aforementioned links to find required module documentation.