1. Before You Start
You will need: a CRM user on the new record page (the default). The cards shown depend on the module, as before.
2. Cards
The right column
Click a card's title row to collapse or expand it.
The number in brackets next to the title is how many records the card holds (the same number as the matching icon in the tab bar).
When a record type has nothing to show in the right column, the column is left out and the main content uses the full width of the page.
3. Comments
The Comments card
1. Type your comment in the box.
2. Click Attach Files to add a file (the ⓘ shows the size limit).
3. Click Post to save it. Cancel appears once you have typed something or attached a file; click it to clear the box.
4. Under Recent Comments, choose Newest First or Oldest First to change the order, and switch Roll up on to include comments from related records.
The same layout is used on the record's Comments tab.
4. Activities
The Activities card
1. Add Task and Add Event create a new activity for the record.
2. Upcoming and History switch between open and completed activities; Roll up includes activities of related records.
3. Each row shows the subject, its date and its status. Click the pencil next to the status to change it.
5. Related Lists
On a related list (for example the Activities tab), the add buttons are now outlined buttons next to the record count, and the Roll up toggle is the same switch as in the cards.
The Activities related list
6. Frequently Asked Questions
Q: Can I keep a card closed? Yes. Collapse it; open it again with its title row.
Q: Does the Roll up switch change data? No. It only changes which records are listed.