4.1.3. The Record Overview

Each record in SharePortals has its own details view, which displays its fields, any related records and additional items of content related to the record.

This is split up into several sections. On the left-hand side of the page is the Summary panel, which displays field information for the record. You can also change these fields from within the overview page; after editing the field content, click the green Save button to keep the changes you have made.

*The fields which are displayed in the summary panel differ between types of records. For example, a record for an account will display different fields compared to a record for an opportunity.

!Any fields with an asterisk symbol next to them are Required fields. If any of these fields are empty, you will be shown a validation error when attempting to save the record.