Resumen
Registro central con búsqueda, vistas guardadas, propietario, alcance de entidad, estado, etapa de ciclo y campos sensibles.Pasos
- Uso filters and saved views for repeated operating reviews.
- Uso lifecycle stage and payment state together to prioritize work.
- Sensitive fields are hidden unless the role has the right permission.
- Uso workflow transitions instead of directly changing controlled lifecycle fields.