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?
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?
Does the landing page include an activity prioritization block (e.g., features to support Sales in its to-do prioritization)?
How to share a document from the Summary View?
The most
easy way to download a document is by clicking the
more
icon > click the
download
button.
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