FAQs in this section
Can I approve a record from the Summary view?
How can I export a record from the Summary View?
How can I add a tag from Summary view?
What is the Summary View?
How to share a document from the Summary View?
Can I set Summary View as my default screen to view records?
What does the +New button do?
Does the landing page include an activity prioritization block (e.g., features to support Sales in its to-do prioritization)?
Where can I find who changed a value in a record?
Table of Contents
Any action taken or changes made to a record is recorded in the Activity section.
You can see the history of changes made to a record in the Summary View > Activity section of a record.
Follow these steps to see the updates:
You can see the history of changes made to a record in the Summary View > Activity section of a record.
Follow these steps to see the updates:
- Log in to the CRM.
- Go to a module's List View.
- Click on the record, for which you need to check for updates.
- Go to the Summary View.
- Go to the Activity section.
- Click on Filters.
- Enable the Updates checkbox.
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