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Version: 2026.4.2

Using the MainView

The MainView displays all information related to a record.

The Preview is reused on the right-hand side, and tabs contain the related information.
To gain more space for the tabs, the Preview on the right-hand side can be hidden completely.

MainView of a record with tabs, on the left the collapsible Preview

Opening a Record in the MainView​

The MainView of a record can be opened via the folder button or by clicking the link of a record.

Opening the MainView in a New Browser Tab

To open the MainView directly in its own browser tab, the following approaches can be used:

  • right mouse button,
  • Ctrl + click,
  • Shift + click, or
  • Shift + click with the mouse wheel

Finding Linked Records​

Linked records are accessible in the MainView, so that all relevant relationships can be recognized at a glance.

For example, records linked to the Company are listed in their own tabs (e.g., "Activities", "Contacts", "Tasks/Appointments", "Planning", "Supervision", "Relationships").

In the Company, the "360 Degree" tab consolidates further linked information from various areas of the system into a single tab.