Visão geral
Registro central com busca, visões salvas, proprietário, escopo de entidade, status, etapa de ciclo e campos sensíveis.Passos
- 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.