---
key: find-your-way-around-a-record
title: Find your way around a record page
audience: staff
section: getting-started
routes: ["/accounts/:accountUid", "/work-orders/:uid/:tab?/:itemUid?", "/work/projects/:uid/:tab?/:itemUid?", "/work/tasks/:uid/:tab?/:itemUid?", "/service-assets/:assetUid/:tab?/:itemUid?", "/work/portfolios/:uid/:tab?/:itemUid?", "/work/time-sheets/:sheetUid/:tab?"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Every customer, work order, project, task and other record opens as the same kind of page. What the details panel, the tabs and the actions menu do, and how to get more room.
keywords: [record page, dashboard, detail page, tabs, actions menu, three dots, details panel, rail, see more]
related: [customize-tabs-on-one-record, turn-folders-on-or-off-for-one-record, work-on-a-customer-account, work-on-a-work-order, work-on-a-project, work-on-a-task, search-for-anything]
---

Open any record from its list (for example **All Accounts** under
**Accounts**, or **Work Orders** under **Operations**), from search, or from a
link on another record. Customers, work orders, projects, tasks, service
assets, portfolios and timesheets all open as the same kind of page. An
appointment booking has a simpler page of its own ([[work-on-a-booking]]).

## What is on the page

- The details panel on the left holds the facts about the record in
  sections: its details, and the people, places and equipment linked to it.
  Each section shows a count; press a section's name to open or close it.
  Small buttons beside a count add something straight away, such as
  **Add contact** or **Add location** on a customer.
- The tabs across the top hold the work: **Notes**, **Files**,
  **Activity** and the tabs that belong to that kind of record. The tab you
  are on is part of the page address, so a link to a tab opens on that tab.
- The actions menu (the **Actions** button with three dots) holds
  everything you can do to the record.

## The actions menu

1. Press **Actions**. The everyday actions come first: **Add note**,
   **Create work order**, **Upload file**, **Add contact** and **Edit**,
   depending on the record.
2. On a long menu, press **See more** for the rest. **See less** folds them
   away again.
3. Actions that archive or remove something sit last, on their own, in red.
4. An action you cannot use right now is greyed out; point at it to read why.

Below the actions sit the page controls: **Collapse details** (or
**Expand details**) to give the tabs the whole width, **Refresh** to reload
the record, and **Saved views** where the record has them.

## Archived records

An archived customer or task still opens in full. A banner across the top
says it is archived and when, and offers **Restore**. Until someone restores
it, you can read every tab but not change it; notes can still be added.

## Making the page your own

- Anyone can collapse the details panel; it remembers your choice.
- An admin can change which tabs a record shows and in what order, for every
  record of a kind ([[set-default-tabs-for-record-dashboards]]) or for one
  record ([[customize-tabs-on-one-record]]).
- An admin can turn folders on or off for one record's notes, files and
  access details ([[turn-folders-on-or-off-for-one-record]]).

## Return from a drawer

Record actions such as adding a contact, customizing tabs and changing folder settings open with their own addresses. Back returns to the record without losing its place. Opening a preview or Help from an editor keeps that editor underneath; Back returns to it. If you try to leave unsaved changes, Nova asks before discarding them.

A link to a saved file or detail can be reopened directly. It does not grant access to someone who could not already view the record. Newly typed fields and files still waiting to upload are not saved by copying the address.