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 it as a CSV, or update it. [1]


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


You can also add a new record to that module. To add a new record, click on the ‘Add’ button. [2]