Records

A record is one thing: a company, a person, a task, a meeting. Records are the information itself — everything else in the portal is a way of finding, reading, changing or counting them.

The four kinds you will see

Kind	Is	Usually called
Account	A company or organisation	Accounts
Contact	A person, usually at an account	Contacts
Task	Something to do	Task
Event	Something in the diary	Event

Your portal may show different tabs. An administrator chooses which appear, so your list is whatever your company needs.

How you move through them

Almost everything follows the same path:

A tab → a list → one record → the thing you came to do.

Step	Page
Open a list of records	Looking at a list
Switch which set you are looking at	List views
Narrow it down	Filtering
Change what the table shows	Columns · Sorting
Open one record	Opening a record
Change it	Editing
Add a new one	Creating
Move it to somebody else	Changing the owner
See what is linked to it	Related records

Two things worth knowing before you start

There is no draft. When you save a change it is live for everybody who can see the record. No approval step, no undo.

Blue text does something. A record name opens that record, an email address starts an email, a phone number starts a call. If it is blue, it is a link.