Record View Modes

Open a contact, a case, a lead, or an invoice and you’re looking at a record page: one screen made of several sections stacked together, like Notes & Attachments, Time Entries, Transactions, and Participants. Most of the time the default layout is exactly what you want. But the way you use a record changes with the task. Reading a case at a glance is a different job from doing an hour of bulk time entry, which is a different job again from taking notes while a client talks your ear off on the phone.

View modes let you rearrange the same record to fit the job in front of you, without leaving the page. A small row of controls sits just above the sections. Click one and the whole record reflows. Nothing about the record changes, only how it’s laid out on your screen, and Outlaw remembers the choice you made for that kind of record, so the next case (or contact, or lead) opens the way you left the last one.

This guide covers the four controls you’ll find there.

Tabbed View

Most records open in Tabbed View, and for everyday work it’s the one you’ll live in. Instead of showing every section at once, it shows the sections as a row of tabs and gives the whole width of the screen to whichever one you’re in. Click a tab to switch sections.

Reach for it when you’re working inside one section at a time and want room to do it: entering a batch of time, reviewing a long list of transactions, reading through Notes & Attachments. Because each section gets the full screen, you see more columns and more rows without anything else crowding in, and you’re never expanding and shrinking sections by hand to get the space.

Turn it on with the Show content as tabs in a single box control above the sections.

Box View

Box View is the bird’s-eye view. It lays every section out on the page at once, each in its own box, so you can take in the whole record in a single glance: the contact’s details, their cases, their notes, all visible together without clicking between tabs.

It’s the right mode when you’re getting oriented, answering a quick “what’s the status here” question, or scanning a record you don’t know well. And when one section turns out to be where the work is, you don’t have to switch modes: each box has its own expand control that blows that one section up to fill the screen for focused work, and a matching contract control that drops it back into the overview when you’re done. (While a section is expanded, the view-mode controls step out of the way and come back when you contract it.)

Turn it on with the Show content as separate boxes control above the sections.

Split View

Split View is built for the phone call. When a client is on the line, you want to keep typing notes while you also pull up their case, check a conflict, or update a detail, all without losing your place or your train of thought. Split View puts Notes & Attachments down one half of the screen and keeps it there, while the other half holds the rest of the record’s sections as tabs you can move through. You take notes continuously on one side and work the record on the other.

Split View is an option layered on top of Tabbed View, so you’ll see its control only when you’re in Tabbed View and the record actually has a Notes & Attachments section to split off. Because it needs room for two panes side by side, it’s a wide-screen layout: it appears when your window is wide enough to show both halves comfortably, which in practice means a desktop or a large tablet rather than a phone.

You’ll find Split View on Contacts, Leads, and Cases, the records where you’re most often taking notes against a live conversation. Turn it on with the Split view to show documents separately control, and turn it off the same way to go back to ordinary tabs.

Scroll to Top

The simplest control of the set. Scroll to Top slides the page up so the sections sit at the top of your screen, clearing the record’s header out of the way. It’s the small comfort you want when you’ve settled into one section and just want it front and center, with the maximum amount of the section visible and nothing above it to scroll past.

It does nothing permanent and changes no layout. It only moves the page, so use it freely whenever a section has drifted down the screen. Click the Scroll to top of this section control above the sections.

Where You’ll See View Modes

View modes ride along with the record pages, the screens built from stacked sections: Contacts, Leads, Cases, Campaigns, and Invoices, plus records like tasks and expenses that are laid out the same way. Tabbed View, Box View, and Scroll to Top are available wherever a record has more than one section. Split View is the exception: it needs a Notes & Attachments section to pin to one side, and a screen wide enough for two panes, so you’ll see it on Contacts, Leads, and Cases.

Your choices stick. Set a contact to Box View and every contact opens in Box View until you change it; the same goes for each kind of record on its own. You’re never re-choosing a layout you already settled on.