Individual record:

Large recortds that have associations with other records:
These records have an Overview view where a user with rights to view would always default to view as shows overview of info:

D Workorder
D- unit(s)
D- scheduled user/labor(s)
D- part(s)
D- part request(s)
D- task(s)
D- loaner(s)
D- OS repair(s)
D- OS shipping(s)
D- misc exp
D- follow ups
D- images/files/links
D- wikipage
D- payments
D- To Do signature & date
D- Invoice signature & date
D- Custom fields
D Client
D Head Office
D Unit\Loaner
D Unit Model
D Vendor
- POs
- OS repair
- OS shipping
- Wholesaler/Alternative
- Manufacturer
- Follow Ups
D Project
- wos
- quotes
- pms
- POs
D Part

Quote
PM

User
- Follow Ups
- Wo
- Memos
- Access Log
- Notifications
- Schedule



Small record that has one maybe two views to do with other records:
These records too have an Overview view where a user with rights to view would always default to view as shows overview of info:
Tag (add'l view that shows records (and identify what type - i.e. wo, quote, part, etc) where this tag was saved with)
Task Groups & Tasks (add'l view that shows # of tasks associated with, and Total Est time)
Part Assembly (view shows parts (& quantity) associated with)
Part (add't view shows part inventory for this part)
Unit Assembly (view shows units associated with)
Contract (add'l view that shows HOs, clients, and units associated with)
Warehouse (add'l view that shows parts associated with)
Loan Rate (add'l view that shows loaners associated with)



Small list of records that do not themselves show associations to other records:
These don't have overview view:
Banked Service
Meter Reading 
CSR
Workorder Overall status
Tax Rate
Labor Rate
Travel Rate
Access Log (for each account (user, client, HO) with a login)
Memo


Lists of above
How to create new
How to view existing
How to edit existing
How to delete



 