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Records

The part of the portal people spend their day in.

List views​

What it is. Saved sets of records with their own columns, filters and sorting.

What it does. People switch between views and pin one as their default.

What you gain: each person reaches the records they care about in one click instead of searching every time.

Filtering, with real logic​

What it is. Filters on any field, with operators such as equals, contains and greater than.

What it does. Several filters combine with AND, OR, NOT and brackets.

What you gain: genuinely specific questions — "this region, this status, but not these two owners" — without exporting anything.

Per-person columns​

What it is. Each person chooses which fields appear as columns, and in what order.

What it does. The choice is remembered and affects nobody else.

What you gain: no arguments about one shared layout, and no scrolling past twenty irrelevant columns.

Sorting​

What it is. Click a column heading to order by it.

What it does. Text, numbers and dates sort naturally; picklists sort in their defined order rather than alphabetically.

What you gain: the interesting rows come to the top without building a report.

What it is. Two searches — one across every kind of record, one within the current list.

What you gain: people find things without knowing which tab they live under.

Row actions​

What it is. A menu at the end of each row.

What you gain: acting on one record without opening it.

Configurable record pages​

What it is. An administrator chooses which fields appear, grouped into sections, and which related records show underneath.

What you gain: a readable page showing the ten fields that matter instead of the hundred that exist.

Full and single-field editing​

What it is. An Edit button for the whole record, and a pencil beside any single field.

What you gain: quick corrections without opening a whole form, and one save when changing several things.

Field-level edit control​

What it is. Permission to edit specific fields rather than the whole record.

What you gain: somebody can maintain two fields without being able to touch the rest.

Record types​

What it is. One object in several kinds, each with its own fields and options.

What it does. Which kinds a company may use is set per company.

What you gain: a customer and a supplier can both be accounts without sharing one cluttered form.

Ownership and transfer​

What it is. Every record has an owner, and ownership can be moved.

What it does. Ownership usually drives who can see the record.

What you gain: a clean handover when somebody leaves or an account changes hands.

What it is. Linked records shown on the page — the contacts at an account, the tasks on a contact.

What you gain: the whole picture of a customer on one screen.

Clickable values​

What it is. Emails, phone numbers, addresses and linked records are all actionable.

What you gain: fewer copy-and-paste steps in every single interaction.

A configurable home page​

What it is. Record-count tiles, an announcement you write, each person's own open tasks, their recent records, upcoming events and quick links.

What it does. Cards can be turned on or off, and each app can have its own home page.

What you gain: a landing screen that tells each person what needs their attention today.

Personal display settings​

What it is. Top menu or side menu, a colour theme, and comfortable or compact rows.

What you gain: people work how they prefer without anybody changing a shared setting.