Tabs and Lists

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Revision as of 16:23, 14 June 2021 by Sagecrmw (talk | contribs)

The tabs here we are refering to are against the Entity



Hovering over the tabs tells you what is behind it.


Tab list screens can contain a filter and the list. Case and opportunity screens by default have a filter option. This must be clicked to apply it. (Note: lists as of writing will onyl display 10 items. Pagination will be available in a future update).

Lists will only display by default 2 columns. To see extra data (if there is any) click on the "Expand" option.


Lists also have an internal and external link allowing you to navigate into that record in the taskpane or in CRM.


A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM.