Knowledge Base

Introduction How it works Examples Introduction NOTE: You will need System Admin capabilities in order to configure a Default View as outlined on this page. Tabs, much like any other grid view, can have filters

Introduction The Overview tab is visible on Cases, Opportunities, People ,Organizations and Transaction Documents – the tab displays a high-level view of the People and Activities related to the record, as well as the next scheduled Activity.

The Summary tab that’s available on all records is a great way to see an overview of interactions with that record.  In it you can see all the Activities, Emails, Notes and Transactions linked to the main