Record Preview

The Record Preview icon can be found on various lists throughout the software. This icon allows you to review the corresponding record information without ever leaving the page or list that you’re currently viewing.

To open a Record Preview:

  • You’ll see the record preview open on the right side of the page, overlapping your current list
  • Use the scroll bar on the right of the record preview to scroll through the record’s Datasheet

  • To move to the next record in your list, click the next or previous icons in the top right corner of the preview window

  • To close a record preview, click on the in the top right corner of the preview window