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The shared layout, inline editing, and slide-in preview used by companies, people, projects, and deals
Companies, people, projects, and deals now open in the same Record Rail layout.
Every detail page — a company, a contact, a project, or a deal/opportunity — now uses a single, consistent layout called the Record Rail. Once you learn it on one record type, you know it on all of them: the facts always live in the same place, you edit a value by clicking it, and the row-click slide-in shows the same information as the full page. There are no per-field edit buttons and no separate “edit mode” for changing a single field.
On a wide screen the page splits into two columns. The left rail holds the record's facts; the main panel on the right groups everything else into four tabs.
- Identity header — The record name, status chips (such as company type, lifecycle stage, or project health), and up to three actions: a primary action, a secondary action, and a … overflow menu holding the less-common verbs (Watch, Enrich, Clone, Convert, Archive, Delete, and so on).
- Left rail (Highlights + details) — A pinned Highlightsblock of the five-to-eight fields that matter most for that record type, followed by the full list of fields grouped into sections (details, address, description, custom fields). Every value in the rail is editable by clicking it.
- Pinned next action — A single suggested next step appears at the top of the Overview tab (for example “Follow-up overdue” or “No primary contact set”) with one button to act on it, so you never have to stare at a record and guess what to do next.
- Tabbed main panel — The four tabs described below.
- Overview — The at-a-glance work surface: the pinned next action, the most important associated records (such as a company's people, a contact's company, or a project's health, progress, and task rollup), and a short billing or engagement summary.
- Activity — The full timeline of calls, emails, meetings, notes, tasks, and follow-ups, with the same filters and date grouping you had before.
- Related — Everything else linked to the record, shown as compact count-bearing cards with a View all link: tasks, quotes, invoices, tickets, feedback, relationships, and the full change history.
- Files — All documents attached to the record, in one place. See Files on a Record.
The value cell is the input — there are no pencil buttons and no single-field edit form.
To change a field, click its value. The value turns into an input, you type (or pick from a dropdown, date picker, or record search), and the change saves on its own when you click away or press Enter. A brief check mark confirms the save. There is no “Save” button on individual fields and no pencil icon to hunt for — the cell itself is the edit affordance. Press Esc to cancel an edit in progress.
How different fields edit
- Text and notes — Type in place; the box grows for longer text. Links, emails, and phone numbers in notes become clickable when you are not editing.
- Status, type, priority, stage, lifecycle — Click to open a searchable dropdown; picking an option saves immediately.
- Shared lists (deal source, company source and industry, a contact's title, department, and lead source) — Pick from your team's list, or type a new value and choose Add “…” to save it. New values are tidied up automatically (so “management consulting” becomes “Management Consulting” while acronyms like CEO stay as-is) and become available to everyone in your organization — never to other organizations.
- Dates — Click to open a date picker.
- Money fields (value, revenue, budget) — A right-aligned numeric input formatted in your organization's base currency.
- Email, phone, and website — Shown as clickable links; click the empty part of the row to edit. Clicking the link itself opens it rather than starting an edit.
- Linked records (a person's company, a project's company or deal) — Click to search and pick the record to link.
A focused panel for editing many fields at once or complex custom fields.
Inline editing is for changing one value at a time. When you want to edit several fields together — or work with multi-value and rich custom fields — click Edit in the header to open the focused Edit panel. That panel keeps the explicit Save (or Cmd+S), warns you about unsaved changes, and hosts the archive and delete actions. In short: editing data is inline and silent; editing many fields at once is the Edit panel with a Save button.
By default the rail hides fields that are empty, so you see only the data that exists. To fill in a blank field, use the Show empty fields toggle at the bottom of the rail to reveal every field, then click the one you want and start typing. Toggle it back to Hide empty fields to return to the compact view.
From any list — companies, people, projects, or deals — clicking a row opens a slide-in panel from the right that leaves the list partly visible behind it. This slide-in is the same Overview you would see on the full page: the Highlights block plus the key associated records. It is not a read-only preview — you can edit every field right there exactly as you would on the full page.
Open the slide-in
Edit in place
Jump to the other tabs
Open the full record
If your role does not include edit access for that record type, the rail renders read-only: values show as plain text, there is no edit cursor, and the keyboard edit shortcuts do nothing. You will see a short “View only” note rather than an edit affordance you cannot use.
On narrower screens the left rail moves above the main panel as a full-width Highlights strip with collapsible detail sections, and the tabs scroll horizontally. The row-click slide-in becomes a bottom-sheet that slides up from the bottom of the screen with the Highlights pinned at the top. Tapping a value opens the on-screen keyboard or a full-width picker, and the change saves when the keyboard is dismissed.