5 docs tagged with "records"

How a user attaches, replaces, downloads, and removes the file or picture held by a record's field.

How a user sees a record's owner and hands the record to another person or to a team.

How to load a CSV file into a table — choosing the file, saying which column is which field, and correcting the rows that did not import.

How a user reads a record's timeline, narrows it to one kind of item, opens an item, and adds a new one.

How a user creates, edits, deletes, searches, and sorts records in a table's view grid.