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Record Details Panel

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Description

This article describes the sections of the Record Details Panel on the right side of inFlow. The Record Details Panel displays detailed information about a record when it is selected in the Record List Panel.

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This includes the following sections:

Record Summary (and Action Tools)

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Status Summary

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Contact Form

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Lead History

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How to Set Filters by Action Type

Customers requested the ability to create and save table field views by Action Type. Users can now determine what Action Types they want to see by default and save the field view via the field view save control.

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For example, this allows a user to see only “Marketing” or other Action Types by default in lead history.

Note: The Action Type column is hidden so you must add the column into the table via the column settings (image-20240718-125523.png) controls.

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Add Notes

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Notes

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Call Activity

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