Open a record view

Quickly dive into any record’s details.

You can open a Record View from anywhere in Dalil:

• Click on a name in Table view

• Select a card in Kanban view

• Open a record via Notifications

• Click linked records in Notes or Conversations

• Access from related entities (e.g., a person linked to a company)

When opened, the Record View slides in from the side, giving you a multi-tabbed experience without losing your place in the workspace

Overview

See all the most important data at a glance.

The Overview tab displays the key fields associated with the record—such as name, role, company, contact details, tags, owner, and status. It adapts based on the record type (e.g., Person, Company, Opportunity) to show only what’s relevant.

You can:

• Edit any field inline by clicking on it

• Reorder or collapse sections for clarity

• View change history to see who edited what, and when

• See smart visual indicators (like “🔥 Hot lead” or “AI Signal active”)

• Customize the layout for better readability

This section helps you understand the record’s identity and context at a glance, before moving into deeper activity or engagement tracking

Activity

A complete history of everything that happened.

The Activity tab organizes all interactions and updates related to the record in chronological order. This includes:

• Synced email conversations (Gmail, Outlook)

• WhatsApp or LinkedIn messages (if integrated)

• AI-generated insights and scoring updates

• Pipeline movements and status changes

• Field edits with user and timestamp

• Comments, mentions, and collaboration logs

• Completed tasks and associated actions

You can use filters to isolate specific types of activities (e.g., only emails or only tasks), or search the timeline to locate key moments in the record’s history.

The Activity feed ensures everyone on your team has a shared, transparent view of what’s happened and what’s next.

FAQs

Q1: What is the purpose of the Record View in Dalil?

A: Record View provides a centralized space where you can see everything related to a specific contact, company, or opportunity - including data fields, communications, activity logs, AI insights, and tasks - all in one place.

Q2: How can I open a Record View?

A: You can open a Record View by clicking on a record name in Table view, selecting a card in Kanban view, accessing a link from Notifications or Notes, or clicking a linked entity inside another record.

Q3: Can I edit fields directly inside the Record View?

A: Yes. You can click on most fields (e.g., job title, email, stage) to edit them inline. All changes are saved automatically and reflected in the Activity tab.

Q4: What’s the difference between the Overview and Activity tabs?

A: The Overview tab summarizes key static fields (name, role, status, etc.), while the Activity tab shows a chronological history of emails, messages, edits, AI Signals, and collaboration notes.