Finding Types and Views

Types and views help you move from a broad workspace to the exact records you need.

Find the Type​

A Type groups records of the same business kind, such as Customers, Projects, Work Orders, Assets, or Invoices. Types available in the current workspace appear in its navigation.

Select a Type to browse its records.

Choose the useful view​

The same records can be presented through different views:

• Table for scanning and editing many fields
• Grid for a visual card-based presentation
• List for a compact record list
• Calendar for records organized by date

A workspace may also provide purpose-built saved views, such as Open Work Orders or My Active Projects. Changing the view changes the presentation, not the underlying records.