The Record Context Sidebar

When a record is open, its fields and layout appear in the main panel. The right sidebar provides additional destinations that belong to that same record.

Record​

The Record section shows contextual information such as when the record was created or updated, its Type, and available record-level shortcuts.

Comments and Versions​

• Comments is where record conversations are located.
• Versions is where earlier saved versions can be found.

The purpose of this navigation tour is to help you recognize where these areas are. The Working with Records tour explains how to use comments, files, history, versions, actions, and status changes in day-to-day work.