Get a preview of a record

Scope and example

This workflow applies to CRM records. The screenshots use Contacts as the example; the available fields, tabs, and actions may vary by object.

Click a record’s name in the list to open it — a contact, in the example. It opens on the Preview tab, which is the editable one: change fields (see Edit and Properties) and save your changes.

The header

The header shows an icon for the record type, the record’s title — Edit Contact for a contact — and a button to close it. Above the fields, the record displays its creator and updater with dates, plus a tag with the workspace it belongs to.

Collapse and expand sections

The fields on the Preview tab come grouped into collapsible sections. Use the arrow at the far right of each title to collapse a section and keep only the fields you care about in view; select it again to expand it.

Save or discard

At the bottom of the record, Save confirms your changes and Cancel discards them. Until you save, nothing you edit is applied to the record: it does not autosave.

The other tabs

The record’s other tabs are the record’s follow-up. In Contacts they are Notes, Tasks, Emails, Calls, Meetings, and Activity; in Companies they’re only Notes, Tasks, and Activity, with no Emails, Calls, or Meetings. Other objects may bring a different set.