Summary View

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Want to see all the details of a record on a single page? Then head to the Summary View of a record.

The Summary View displays:

Key information depending on the module
Recent actions performed on that record.

This means you won’t need to click through multiple tabs to find scattered information. Even better, the Summary View is fully customizable to match your business needs. Simply add the necessary fields or widgets to display the most relevant data.

How is the Summary View useful to you?

It provides a quick and complete overview of a record without switching tabs.
You can tailor the layout to focus on the data that matters most to your workflow.

Let’s now explore how you can use the Summary View of a record.

Note: For demonstration purposes, we’ll be using records from the Organization module.

Accessing the Summary View of a Record

The Summary View as the Record’s Landing Page. The Summary View is the initial page you see when opening a record. For example, if you navigate to Organizations through the menu and select a specific record, the system will display the organization’s Summary View first.

It’s called the Summary View because it provides a concise overview of the record — all the essential information presented on a single page.

To access the Summary View of a record, first open the List View of the module the record belongs to. Then, click on the desired record to view its Summary View.

Follow these steps to go to the Summary View of a record:

Navigate to the List View of the desired module to display all related records.
Click on the record you wish to view. The system will open the Summary View of the selected record, showing key information at a glance.

Then the Summary View will be displayed, as described in the Actions section below. From here, you can perform several quick actions on the record

You can also view important information such as Assigned To, Email, Last Contacted On, City, and Country. These are displayed as key fields or header fields, all of which can be customized to suit your specific requirements.

On the right-hand side of the screen, you’ll find the Navigation Panel, which allows you to switch to the Detail View, view Related Modules, Comments, and more.

Actions in the Summary View

Overview of the Summary View

The Summary View organizes data into multiple sections, making it easier to read and manage. This view also allows you to perform several key actions on a record directly from the same page—saving you time and reducing the need to switch between tabs.

Actions you can perform in the Summary View include:

Edit the record
Follow or unfollow the record
Add tags for better categorization
Copy the direct link to the record

For better understanding, we’ve used a screenshot of a contact record’s Summary View as an example.

You can access these actions by clicking the corresponding icons within the Summary View interface.

Block of Actions:
Edit – You can edit the first and last name of the contact.
Delete – Delete the record by clicking this icon.
Duplicate – Duplicate the record and reuse its details in a new one.
Header Key Fields Block:
Users can define which key fields appear at the top of the Summary and Detail views. These fields are editable directly by hovering over them and clicking.
Other Action Buttons:
Follow – Follow the record to receive activity updates.
Show Map – View the contact’s location on a map.
Send Email – Send an email directly from the Summary View.
Send SMS – Contact the person via SMS.
Add Tag – Tag the record to easily identify or group it.
Assigned To and More Actions Block:
Assigned To: Choose the user responsible for the record.
More – Show organization hierarchy or toggle record to read-only/editable mode.
Key Fields:
Displays fields marked as Key Fields in the Module Layout editor.
You can also access the full record by clicking the button.
Documents:
All documents linked to the record will appear here.
Appointments:
Shows all events related to the record. You can create a new event by clicking the button.
Comments:
Add comments and mention users, groups, or everyone to send notifications. You can also attach files and images.
Navigation Panel:
Access different views, updates, sharing options, comments, and related modules from this panel on the right.

Setting the Summary View as the Default View

If you want the Summary View to appear as the default view when opening a record, you can set this preference in your user settings.

To do this, go to My Preferences by clicking on your User Profile. Then, under the More Information tab, find the Default Record View field. Here, you can choose whether you want records to open in Summary View or Detail View by default.

Follow these steps to set the Summary view as your default view:

Click on your User Profile icon located in the top-right corner of the screen.
Select My Preferences from the dropdown menu.

Scroll down the page to locate the More Information block.
From the Default Record View drop-down menu, select Summary View.

You will now see the Summary View as the default view each time you open that particular record.

Customizing the Summary View

Not every business needs to see the same information on their screens. You’ll want to tailor the display to show details relevant to your specific business model.

You can customize the Summary View in two main ways:

Configuring and displaying the required fields – Choose which fields appear on the screen to match your workflow.
Adding widgets – Use widgets to show additional data, such as related records, charts, or custom blocks.
(This is and will be possible via our Extenions)

Configuring Summary View fields

You can further customize the List View or Summary View by selecting the fields and layout you want to display. This allows you to tailor the interface to show only the most relevant information for your business needs.

To configure the Summary View for a module, you can follow either of these paths:

From the List View of the module (e.g., Organizations), click the More button, then select Organizations Fields & Layout.
Or go through CRM Settings → Module Management → Organizations Fields & Layout.

Now, follow these steps to configure the Summary view:

Navigate to the Layouts and Fields settings using one of the methods mentioned above, and follow these steps to customize the layout:

Select the desired module from the drop-down menu.
Choose the tab (e.g., Organization Details where you want to make changes.
Now, you can perform the following operations:

+ Add Custom Field – Add new custom fields specific to your business needs.
+ Add Block – Create new blocks to organize fields more efficiently.
Edit Icon – Modify existing fields by clicking the edit icon next to each field.
Hidden Fields – Click this button to view or manage fields that are currently hidden from view.
Key Fields – Use this icon to activate or deactivate key fields. Deactivated fields will not appear in the Summary View.

For a more detailed explanation of Layouts and Fields and how to work with them, please refer to the dedicated section in our manual. This section provides in-depth information and step-by-step guidance on customizing your modules to match your business requirements.