1. Before You Start
You will need: a CRM user on the new record page (the default). See the guide "Switching Between the New and Classic Record Page".
2. The Header at a Glance
The new record header
Area | What it shows |
Stage bar | The record's pipeline stages, as before. |
Header card | Record actions (see the guide on record actions), tags with Add Tag, screen flows, and on intake opportunities Admit Patient / Discharge Patient. |
Next Steps / Audit Score | Unchanged panels, now in the same card style. |
Tab bar | Summary, Details and Updates, then one icon per related module. |
3. Summary, Details, Updates and Related Records
The tab bar with related record icons
1. Click Summary, Details or Updates to change what the page shows below the bar.
2. Each icon after them opens a related list (activities, documents, comments, payments ...). The small number on an icon is how many records it holds; icons with no records are dimmed.
3. Hover an icon to see its name. A grouped icon shows the modules inside it with their counts; click one to open it.
Tooltip of a grouped icon
1. When there are more icons than fit, the last button +N lists the rest. The number always matches the list it opens.
4. Header Fields
Fields marked as header fields in Module Layouts & Fields are shown as tiles with their name and value at the top of the record. Click the pencil on a tile to edit the value, exactly as before.
5. The Breadcrumb
The path at the top (CRM › Module › List › Record) now shortens long names with "…" instead of running under the buttons. Hover the record name to see it in full.
Breadcrumb on a narrow window
6. On a Phone
The breadcrumb, with the record's name at its end, stays at the top of the page. The buttons at the top right (for example Add Opportunity, Import and Customize) are under the ⋯ next to it. Tap it to open Record options; tap an option, the ×, or outside the sheet to close it.
The top of a record on a phone
Record options on a phone
On a phone the tab bar scrolls sideways, so the related record icons start off screen. While there is more to see, a round arrow sits at the edge of the bar: tap it, or swipe the bar, to bring the rest into view.
The arrow showing more tabs on a phone
7. Frequently Asked Questions
Q: Where did the old tabs and pills go? They are the buttons and icons of the new tab bar; every one of them is still there.
Q: The numbers on the icons look wrong after I add a record. They update when the related list reloads; reload the page if a count looks stale.