Split a list view

In split view, you can simultaneously view and edit the details of the record.

Split a list view

You can toggle a list view to move easily between a view of the list or a view of the list with sole focus on the details of one record in the list. For example, in the Vendors list, you can split the screen to view the contact list, payment information, bank file, and more for a single vendor. In addition, you can simultaneously edit the record.

  • Select the Split view icon above the list. The view divides into two sections. The section on the right displays details of the first record in the list on the left.

  • Select a record. The view divides into two sections. The section on the right displays the details of the selected record in the list on the left.

In split view, you can continue to select a record at a time on the left to view the corresponding record details on the right without the need to return to the full list view.

If you want to view more of the detail record, select Angle left to collapse the left section of the page. To return to split view, select Angle right.

To move from split view to the full list view, select the List view icon.

Edit record details in split view

  1. Select the record to be edited. The page splits the view to display the record details on the right.

  2. Select Edit.

  3. Enter the required modifications to the record, then save it.