Show as quickview
The goal is to see quick info about any relation like Accounts, Contacts, Invoices without clicking them open. The magnification glass with + sign opens the window with selected fields.
Fields that are visual when quick viewing example Account is set up in the Accounts module and are always used in all modules. If the user has no profile right to see the field, they won’t see it at the quickview either.
How to activate the quick view function.
At least one field needs to be activated for the magnification glass to appear.
- Go to the layout editor of the module
- Click the field setting panel of the field
3. Activate the Show as quickview and save.