Detail and List Views

Some hubs provide the option to view information in either a Detail view or List view.

The Detail View and List View icons that display on the toolbar in some of the hubs allow you to switch back and forth between the following views:

• Detail View — This is the default view that displays when you open a hub. All fields for the hub records are displayed on tabs on the Hub form. The detail view is the format that is described in help topics in the Help system and is the view in which you can edit a record.
• List View — In this view, fields for a hub record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more hub records at a time and you can add, remove, or change the order of the columns in the grid by clicking at the top right of the grid.

  For information about selecting columns, see Select Columns for a Grid.

  Use the list view to locate and evaluate Hub data quickly. For example, you know that you have an opportunity that is associated with a particular contact, but you do not remember specific details. To locate the opportunity, use the List View to filter the opportunity records by contact. Then review the list to locate and open the record that you want that you want to review.

  In the list view, you can click the drop-down arrow on the grid toolbar to print the contents of the grid or export the contents to Microsoft Excel.

  If you have multiple companies, the list view in the Employee Hub only displays the employee's home company.

The Hub records that you select using the Standard lookup or the Advanced lookup in the Search field on a Hub form display in the Detail and List Views.