360 record view (related items and timeline)
On a record's screen, see everything connected to it: related items and activities.
When you open a record, the screen brings together everything related to it. This is the "360 view".
Related (reverse lists)
Shows records from other objects that point to this one through a relationship field. For example, when you open a Company you see the Contacts, Leads and Opportunities linked to it.
- Click an item to open the related record.
- Use "+ New …" to create a related item already linked: the relationship field comes filled in automatically.
Related (outbound)
When the record itself points to another (e.g. a Contact's Company), the data of that linked record appears in a side panel, without opening another screen.
Send email from the CRM
When the record has an Email field filled (Contact, Lead…), the "Send email" button opens a subject-and-message form. The email is sent from the platform sender with replies directed to YOUR email, and it is automatically logged in the timeline as an "email" activity, building the record's conversation history.
Attachments
The "Attachments" section holds files tied to the record: contracts, proposals, images, receipts. Click "Attach file", pick the document and it becomes available for download by anyone with access to the record.
- Each file shows name, size and upload date.
- Click the name to download/open (the link is temporary and secure).
- Maximum size per file: 25 MB.
- Attaching and deleting are logged in the Audit trail.
Change history
Below the timeline, the "Change history" section shows who created and who edited the record, when, and exactly what changed in each field (previous value → new value). It gives you the record's full traceability.
Activity timeline
All activities and tasks linked to the record appear in the timeline, including tasks created automatically by Automations. You can add and complete activities right there. To log an observation, create a "Note" activity.