View Detail in Tree View Card

The View Details in Tree View Card feature provides instant access to key record information directly within each node of the tree. Instead of opening multiple forms or navigating away from the tree, users can quickly see essential fields such as name, company, email, phone number, and related contact details right inside the card. Each card is designed to be clean, compact, and information-rich, allowing teams to understand relationships, identify stakeholders, and take action faster, all from a single, unified view. This enhances decision-making and streamlines workflows by bringing crucial CRM insights to the surface exactly where they’re needed.

For further queries, reach out to us at [email protected]