Records and lists

A record is one thing your business keeps track of: a customer, a quote, an invoice, an employee, a task.

Lists

Open a module from the left rail and pick a record type from its menu, for example Quotes in Sales. The list shows every record you are allowed to see. Search, filter and sort it from the top of the list. Some record types can also be shown as a board or a calendar.

Creating and editing

Choose New on a list. The form shows only the fields you fill in; things like who created the record and when are recorded for you. When a field points at another record, such as the customer on a quote, you pick it from a searchable list.

Actions

Status changes such as approving, sending or closing are buttons on the record, not a field you type into. Each one checks your permissions, may need an approval, and is recorded in the record's history.

Who sees what

You only see the records your role allows, and people in another company's workspace never see yours. See Members, roles and permissions.