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Detail View

This is the view that you are presented with when you view a record.

The Detail View compromises of many actions that you can use to view/manage your data. These are specific to the Detail View of the module that you are viewing. There are standard actions on the Detail View for most modules. These are:

  1. Edit – allows you to edit the record you are viewing.

  2. Duplicate – allows you to duplicate the record the are viewing.

  3. Delete – allows you to delete the record you are viewing. If a record is deleted, you will be redirected to the List View.

  4. Find Duplicates – allows you to begin the find duplicates process where you can use system functionality to find duplicate records.

  5. View Change Log – allows you to view changes to audited fields.allows you to print in pdf format

Note: To set fields as audited and for any changes to find duplicates, contact your System Administrator.

The Detail View is tabbed in SuiteCRM. This means there is minimal scrolling and data is categorised for each module in the appropriate tab.

Note: System Administrators can select to display data in either tabs or panels. You can contact your system administrator for more information on managing layouts and views.

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