2.5.1 Record structure (detail view)

1. Relations with other modules: positioned on the right of the screen, this function summarises all the relations with other modules of the record in which you are operating by indicating the numbers of related elements. To display a related module click on its name. The admin user can change the order of items, decreasing in accordance with the number of Relations, by means of Modules manager > Layout editor.

For example, clicking on Activities produces the following view:

To create a record of the selected module, in relation to the currently active tab, click “Add“ in the relations box.

Examples of related modules are shown below.

Planned calendar activities

Sent/InBox Emails

Documents

By default, the relations menu proposes part of the existing modules. To access the complete list, click on “More”.
Certain actions available in the module are accessible by clicking the “Other” button.

The actions are partly general and partly contextual. For example, the Convert Lead option is only present in the Leads module.

Finally, below we provide a list of standard icons located at the top right of the page before the “Other” button:

Edit

Add Event

New Task

Link new email

Favourite

Notify me of changes

Link

 


Revision #8
Created Tue, Apr 16, 2019 10:43 AM by Admin
Updated Mon, Mar 22, 2021 10:31 AM by Admin