Record Card

Record Card displays all fields of the record that is configured to be shown in ‘Record Detail’ layout. You will reach to Record Card by clicking related record items or clicking VIEW of the email or attachment record item.

Record Card is composed of four sections.

Title section

Name field of the selected record is displayed as title in this section along with its module type as color coded two-letter icon.

Record action section

In the record action section, you can EDIT or OPEN to your CRM web portal in new tab.

Detail section

All fields the record that is configured to be shown in ‘Record Detail’ layout.

The last section is related record section. For Contact record, related records of its parent Account is also shown. Click on the item to view detail of the related records.