Navigate lists and records
Overview
Section titled “Overview”The left navigation groups workspace tasks, CRM records, sales, insights, automation and administration. List pages combine summary counts, search, filters, saved views and record tables. Detail pages provide the record information, related work and available actions.
Purpose
Section titled “Purpose”Find the right record quickly and avoid confusing a filtered table with an organization-wide total.
Prerequisites
Section titled “Prerequisites”-
View permission for the required module.
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Access to the record through your effective own, team or organization visibility.
Procedure
Section titled “Procedure”-
Expand the relevant sidebar group and choose a module. Use the top search field to locate accessible records across supported modules.
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Search within the list, choose a status or other available filters, and use the sort control. Clear filters if an expected record disappears.
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Open Filters and views where available to define a bounded query, select columns or save a reusable view.
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Open a record by its linked name. Use Edit, More or the dedicated action control for the operation you need.
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Use Back to the module list, the sidebar, or the browser navigation controls to continue. Refresh after another user has changed a record.
Expected result
Section titled “Expected result”The list and record view show only information your current permissions allow.
Important notes
Section titled “Important notes”-
Many collection summary cards describe all accessible records while the table applies its own filters; read the note above the table.
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In this release Pipelines is in the Sales sidebar, while its breadcrumb reads Automation. Use the Pipelines item or Settings shortcut.
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A saved shared view stores a query; it does not grant access to another user’s records or hidden fields.
Troubleshooting
Section titled “Troubleshooting”-
A list is empty: clear search/status/view filters and confirm visibility with an administrator.
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A stale-record conflict appears: refresh, compare changes and retry the intended update once.
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A relationship cannot be selected: confirm that the target record exists, is active where required and is within your access scope.
Related articles
Section titled “Related articles”Search the guides or talk to the ZBIX team.
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