Entity detail

Each entity has a detail page with editable fields, an activity log, notes, and tasks linked to it.

Where to find it

Open Entities , then click an entity in the list or search and select an entity.

Tabs

Tab	Contents
Details	Custom fields for this entity type (text, email, phone, dates, dropdowns etc) as well as notes and pinned notes
Activities	Dated log entries - notes, calls, emails, meetings, status changes
Tasks	Open and completed tasks linked to this entity

Edit fields

Open the Details tab
Click a field value to edit inline
Changes are saved automatically. Entered values are saved when you leave the field, while selections such as dropdown options are saved immediately when selected

Required fields show validation if left empty when your entity type marks them required.

Notes and pinned notes

From the Details tab within an entity, you can add notes relating to that entity.

Use the Notes area for general information or comments. Use the Pinned Notes area for important information that needs to be clearly visible to anyone working with the entity. Any notes entered in the Pinned Notes section will be visible when you open a task that is linked to the entity.

Hide and show pinned notes

When viewing a linked task, you can hide the floating Pinned Notes panel by clicking the X in its top-right corner. You can also click the sticky-note icon beside the Entity field, labelled Hide pinned notes.

To bring the panel back, click the same sticky-note icon beside Entity, now labelled Show pinned notes.

Hiding the panel only changes your current task view. The notes remain saved on the entity and available to other team members.

Add an activity

Open the Activities tab
Choose an Activity - note, call, email, meeting
Add any details regarding the activity in the Notes field
Click Add or press Enter to add the activity

Tasks on this entity

Open the Tasks tab
View linked tasks
Click a task to open the full task panel

See Linking tasks to entities.