Records

Create and maintain clean records with custom fields to capture all your data.

11 articles in this collection
Written by Peter Novosel, Emma Montgomery, and Jon Darbyshire

Working with Records

Adding a Record (row)

Build powerful apps by adding all the details

Written by Emma Montgomery
Updated over a week ago

Saving a Record

Capture and secure your data at all times

Written by Jon Darbyshire
Updated over a week ago

Commenting in a Record

Communicate with team members directly where the work is being done

Written by Peter Novosel
Updated over a week ago

Sharing, exporting, and printing records

Share, export, and print your SmartSuite record data

Written by Emma Montgomery
Updated over a week ago

Deleting / Restoring Records

Delete records from sample data, individually, or in bulk

Written by Jon Darbyshire
Updated over a week ago

Viewing Record Activity History

Track every action in SmartSuite; know what your teammates are working on and what changes they've made in real-time

Written by Peter Novosel
Updated over a week ago

Who created/is viewing a record

Know at a glance who created/ is currently viewing a SmartSuite record

Written by Peter Novosel
Updated over a week ago

Next & Previous Record Navigation

Quickly flip between records in any solution to make updates on the go or browse rich content.

Written by Jon Darbyshire
Updated over a week ago

Record Layout

Changing record display type

Increase data organization through record displays

Written by Jon Darbyshire
Updated over a week ago

Choosing the right record layout

Written by Emma Montgomery
Updated over a week ago

Record Sections

Organize record with sections to keep them looking clean and show only what you need to see

Written by Jon Darbyshire
Updated over a week ago