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SmartSuite Records
SmartSuite Records

How to edit and manage content in SmartSuite records.

Emma Montgomery avatarJon Darbyshire avatarPeter Novosel avatar
By Emma and 2 others3 authors14 articles
Customize Terminology Used for RecordsPersonalize the terminology used for Records within your App
Expanding Records: Open Record View

Working with Records


Adding a Record (row)Build powerful apps by adding all the details
Add a new field in Record viewWork faster in record view
Saving a RecordCapture and secure your data at all times
Commenting in a RecordCommunicate with team members directly where the work is being done
Sharing, exporting, and printing recordsShare, export, and print your SmartSuite record data
Deleting / Restoring RecordsDelete records from sample data, individually, or in bulk
Viewing Record Activity HistoryTrack every action in SmartSuite; know what your teammates are working on and what changes they've made in real-time
Who created/is viewing a recordKnow at a glance who created/ is currently viewing a SmartSuite record
Next & Previous Record NavigationQuickly flip between records in any solution to make updates on the go or browse rich content.

Record Layout


Changing record display typeIncrease data organization through record displays
Choosing the right record layout
Record SectionsOrganize record with sections to keep them looking clean and show only what you need to see
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