Workspace basics
The workspace is where you view and edit business records — customers, leads, invoices, products, and more.
Opening a workspace
Click a menu item in an app sidebar. The URL is /web with parameters for the action and view type.
View types
| View | Use for |
|---|---|
| List | Browse many records in a table |
| Form | View or edit one record in detail |
| Kanban | Drag cards across stages (e.g. sales pipeline) |
Switch views using tabs or buttons in the workspace header when available.
List search
In list view, use the search box in the toolbar to filter rows. Results match text in visible list columns (case-insensitive). The filter is appended to the window action domain via the ?q= query parameter.
Report toolbar
On some lists and forms, a Report button lets you:
- Download CSV or PDF of the current data
- Download an import template and bulk-upload CSV updates
On form views, Report sits in the toolbar row with Save and Discard. Import always includes a mapping and preview step before records are saved. See Export and import for step-by-step instructions.
Saving records
- Open a record in form view.
- Click Edit (if not already editing).
- Change fields and click Save.
- Use Discard to cancel changes.
When you save successfully, a success toast appears in the top-right with a close button. If required fields are missing, the form shows inline error messages next to those fields — not a validation toast — and nothing is saved until those errors are resolved. Network or server failures show an error toast.
Kanban
In pipeline views (CRM), drag a card to another column to change its stage. Some stages (e.g. Won) trigger automatic actions such as creating a quotation.
Profile photos on kanban cards show the full image (not cropped to a circle), so faces and logos remain visible at a glance.
Activity panel
On many forms, the right side shows Messages and Activities (when the Mail app is installed):
- Post internal notes
- Schedule follow-up activities
- See change history in the thread
Company context
If you work in multiple companies, switch the active company from the shell; records are filtered to the selected company.