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?
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?
Where can I find who changed a value in a record?
What is the Summary View?
Table of Contents
The Summary View is the landing page of a record. For instance, if you go to Sales > Contacts and open a contact record, you land on the Summary View of the contact. It is called the Summary View because it gives you an overview of the record on a single page.
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