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What Are the Summary, Details, and Updates Tabs? (CRM)

This article explains the purpose of the Summary, Details, and Updates tabs in Dazos CRM, what information appears in each tab, and how they are used when viewing and managing records.

Updated over 3 months ago

Summary Tab

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The summary tab will be the default page view when you open any record and should display essential information for that record.

Each field is accompanied by an edit pencil for quick modifications. To save changes, click the Checkmark at the end of the field. Admins have full control over this page layout— having the ability to choose which fields are Key fields, and to hide, create, or mark fields as read-only.

Details Tab

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The Details section displays all potential fields associated with this module and record, organized into sub-tabs or blocks. These sub-tabs or blocks, highlighted like folder tabs upon selection, reveal specific page layouts. Each tab corresponds to the fields within that section, and most sub-tab details can be conveniently edited using the in-line edit pencil.

One noteworthy feature of the Details tab is the Tabbed View toggle, situated to the right of the tab. This toggle allows you to seamlessly switch between the default sub-tabs and a comprehensive view where tabs are presented as subsections on a single page layout. This Tabbed View is reminiscent of the edit button layout, offering a holistic overview by consolidating all information into one continuous scroll.

Updates Tab

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The Updates tab, titled Updates, is non-editable for users. It functions as a change log, documenting alterations made to the record.

Timestamps indicate the Date and Time of each change, along with details about what specific modifications were made.

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