• Open the overview page for the record.
  • Under Related Records, click on the rightmost downfacing arrow for the type of related record you are interested in (e.g. Contacts, Opportunities, etc.)
  • This will show a list of the current related records under that category.
  • Click the eye symbol to show a preview of the related record while remaining on the current record’s overview page:
  • Click the cross icon in the top right of the preview to close it and see the original record overview.


Thanks for your feedback.

Post your comment on this topic.

Please do not use this for support questions.

Post Comment