Working with records.

In Mosaik, Companies, Contacts, Deals, Finance, Legal, and the Inbox use the same table and the same record sheet. Learn them once here, and each module guide covers only what is different.

Tables

Every list is a data table with the same controls:

• Search matches the main text of each row, such as a name, a domain, or an email address.
• Sort by any sortable column. Select the column heading.
• Filters narrow the list. A filter accepts more than one value and matches any of them. Separate filters narrow the list together.
• Columns shows or hides each column.
• Pagination moves through the pages. Narrow screens scroll the table sideways.

The table refreshes while it is open. A record that a colleague, a connection, or an agent creates appears without a reload. The URL keeps the search, sort, filters, and page, so you can share the exact list.

Saved views

A view stores the current search, sort, filters, and archive state with a name.

1. Set up the list as you want it.
2. Open Views beside Columns and save the view.
3. Choose a personal view or a view shared with the team.

Applying a view restores its state and returns to the first page. Each personal view has an edit control and a delete control. The edit dialog changes the name and the sharing state. A switch in it replaces the saved filters with the current filters.

Record sheets

Select a row to open its record sheet on the right. The sheet has tabs. Most records have:

• Overview — the fields, the owner, and the key dates.
• Activity — the timeline and a composer for notes, calls, emails, meetings, and tasks.
• Agent — a chat with an agent about this record. The conversation is filed under the record.

Select a linked record in a sheet to open it on top of the stack. Back returns to the parent sheet and the tab you left. A reload keeps the stack.

Activity

The Activity timeline lists every entry in time order. Each title shares a row with its author and time. Details sit below the title.

To log work:

1. Open the record sheet and select Activity.
2. Select Add note on the Notes tab, or choose a call, email, meeting, or task.
3. For a task, set a due date and an assignee. An empty assignee leaves the task unassigned.

The assignee gets a notification when you save the task, and again when it falls due. Activity from connected mailboxes, calendars, and other sources arrives automatically, with the provider’s logo.

Custom fields

Each record type has a Fields control, the cog on the record sheet. It opens one sheet for the type:

• Standard fields can be reordered and hidden.
• Suggested fields add in one click. Company suggestions include Account type, Segment, Territory, Lifecycle stage, Lead source, and ICP fit score.
• Custom fields have a label, a key, a type, and options. The key is fixed after you save, so a rename never breaks the API or an agent.

For each field, choose whether it is also a table column and also a filter. Switch on Let your agents fill this to let agents propose a value with a source. Add a short brief that says what counts as an answer. Agents never overwrite a value that a person set.

Archive a field to hide it everywhere. Its values are kept.

Archive and restore

1. Select one or more rows.
2. Open the bulk actions menu and select Archive.
3. To see archived records, turn on Archived in the toolbar.
4. Select archived rows and select Restore to return them.

You can also archive or restore from the menu in a record sheet header. Archived records keep their activity. An administrator sets how many days archived records stay before deletion.

Merge duplicates

Select exactly two companies or two contacts. Merge duplicates shows in the bulk actions. Choose the record to keep, then confirm. A merge cannot be undone.

Live updates

Companies, Contacts, and Deals share one live connection. Creation, edits, archives, relationship changes, and activity refresh the open tables and sheets. A hidden or offline tab stops the live connection. It updates again when you return.

Open it in your workspace

Open any list in your workspace, such as https://<your-portal>.example.com/<workspace>/companies, and save your first view.