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Tap on a record in the list to view its details. On the iPad, details will be displayed on the right side of the screen. On an iPhone, the screen will refresh to display the record.

  1. Edit / Delete icons – these are displayed IF the current record can be edited / removed / deleted.
  2. Basic record details – depending on how fields are grouped in the server, some record details will be displayed at the top of the screen.
  3. Details toggle – this displays / hides information that cannot be displayed in the basic record details screen. The display will extend to display additional information.
  4. Related list – this shows related objects, tapping on the bar will display a list of related records. The number of related records (on the current device) is displayed in brackets.
  5. Plus icon – wherever a plus icon is displayed, tapping on it will create a new record. In the related list, tapping + on Activity will create an Activity record (related to current record).
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