The great advantage of newly introduced Summary view is that you don’t have to click on different tabs to view information scattered in different places. Summary view projects all such important info on one single screen.

However, set of users din’t find it so helpful; then why not leave the choice up to users? Yeah, the choice is now left to you.

Follow few simple steps to select either Summary view or Detail view

1. Log into Simply CRM
2. Click on your user name in top right corner
3. In the drop-down, select My Preferences
4. Click Edit
5. Locate Default Record View field, and select desired view — either Summary view or Detail view
6. Click Save

Choose fields you want to be displayed in Summary view

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This feature allows you to configure the fields you’d like to view in summary view.

Here’s how you can configure them to be displayed on Summary view

1. Click gear icon in the top right corner
2. Click CRM Settings
3. Click ‘Studio’ drop-down in the left
4. Click Edit Fields. You can click on pin icon next to it to add a shortcut to your settings home page
5. Select a module from the drop-down in top-right

6. Click pencil icon next to the field you’d like to display in Summary view

7. Now click on Summary View checkbox