List View

Navigate to any module and you will be able to see the list of records of that module. You can search a record from the list view, delete it, export CSV or update it.

 

You will get data of any module in the listing page as per the selection of the “Relationship Type”, either based on Contact or Account.

 

You can also add a new record to that module. To add a new record, click on the ‘ + Add’