Using the Summary View

Use the Summary view to see commonly used information for each record type. The information and available features depend on the record type.

To open the Summary view, click Summary on a list view.

The Summary view displays information in three columns.

Column Description/Action

Displays primary record information. Depending on the record type you can:

  • Click the record name to open the Detail view.
  • Click an email address to send an email.
  • Click a Web address to open a Web site in a new browser window.
  • If you are looking at the activities, click Complete to complete the activity.
Middle Displays additional information about the record that include links to related records or read-only information.

Displays related record types. Depending on the record type can:

  • Click hyperlinks to open the Detail view with the specified tab selected.
  • Click numerical values to view a list of the related records. For example, contacts or tickets. The list that is displayed can have hyperlinks to open the Detail view for the related record.
Related topics