Using the List View Preview Pane for the Companies Service

Aptify provides the ability to add a preview pane to list views so a user can preview information and update records without having to open a form. The Companies service has the Preview Pane feature enabled by default. The preview pane for Companies shows the information from the top area of the Companies form (which displays the company's name, parent company, type, and account manager) as shown in the example below.

When the preview pane appears at the bottom of a view, select a particular record to load its details in the preview pane. To move between records, you can use the mouse or the keyboard arrows to scroll through the records in the view (loading each newly selected record into the preview pane).You can also modify record data directly within the preview pane.

See Using the List View Preview Pane for more information on using preview panes.