When you click on a module tab, you will be directed to a module home screen. Below is the list of actions you can perform.

• Manage views: You can find a list of records, create view, delete view, and clone view.
• Manage record: You can create, edit or delete the record. 
• Customize layout: You can customize your module home screen by adding widget components. 
• Print: Print a current screen of Witly.

You can view record detail by:

• Click on  Icon, then select View.
• Click on a hyperlink record.

You will be directed the record detail screen. On this screen, you will find the record information as well as perform the following actions. 

• Action: See the below list of actions that you can be perform with the record. 
  • Edit: Allow you to edit the record. The edit permission is required.
  • Delete: Allow you to delete the record. The delete permission is required.
  • Clone: Allow you to clone the record.
  • View Log: Allow you to review changes on the record.
  • Share: Allow you to share the record to other users.
  • Custom Action: Allow you to perform custom actions which will be configured by your administrator.
• Favorite: To save the records into your favorite list. The favorite records will be listed in menu sidebar.
• Print: Print the current record.

Note: A display of information and the field layout vary depending on your role, which is configured by your administrator. For example, the annual field is visible for a sale team but not for a customer support team.