To improve data traceability and monitoring, we have expanded the system information displayed in both list and detail views across all main entities.
📌 Common information visible across all entities
The following fields are now shown for Accounts, Contacts, Opportunities, Sales Orders, Activities, Events, Tasks, and Products on all devices:
Field | Description |
Identifier | Internal unique identifier |
External ID | External unique identifier (useful for integrations). |
Creation date | The date the record was created. |
Created by | Name and ID of the user who created the record (includes imports or connectors). |
Last modified date | The date the record was last updated. |
Modified by | Name and ID of the last user who modified the record. |
Bulk update | Indicates if the change was part of a bulk update (if available). |
Security level | Access level assigned to the record (when applicable). |
Read-only (isReadOnly) | Indicates whether the record can be edited or not. |
This information is visible directly within the record card and, in some cases, when hovering over the information icon.
🔍 Entity-specific fields
Additional fields are displayed depending on the entity:
Accounts
isCompanyPublic: Indicates whether the account is public or restricted.
Contacts
Environment name: Shows which environment the contact belongs to.
Activities
Private: Indicates if the activity is marked as private.
Linked event: If linked to an event, the event ID will be shown with a direct link.
Events and Documents
Environment name: Shows the associated environment (for Events).
Security level (Documents): Indicates if the document has restricted access.
Last modified user and date (Documents): Full information about the last modification.
📍 Where is this information displayed?
Web version: Hover over the icon next to the record’s name.
iOS and Android: Scroll down to the metadata section at the bottom of each record view.