4.1.4. Record Quick Actions

The Quick Actions menu at the top of the left-hand side of the record view gives access to a series of popular functions:

1. Search Google: Uses the value record name field and launches a Google Web search.
2. Search LinkedIn: Searched LinkedIn for the value record name field.
3. View Record in SharePoint: Opens the underlying SharePoint record a new browser tab
4. Manage Record Permissions: Opens the SharePoint permissions page for this record. You can then modify these permissions to control access to the record for specific users and groups.
5. Delete Record: Deletes the current record.