Preview Button on List Views

\# written by marina bolocan | last published at september 30, 2025 \# # introduction the preview feature is available in multiple system list views, such as activities , sales orders , invoices etc so that you can review the details of linked records, for example, companies, contacts, without opening them in a separate tab \# navigation to access the preview on the list views 1\ open the respective list view (e g , crm > activities ) 2\ hover over the company or contact column 3\ click the preview button as a result, the preview window will appear on the right side of the screen, showcasing the primary details of the connected records for a company record, this information includes the website link, phone number, email address, company's legal name, category, industry, default address, and more \# actions on preview from the preview screen, you can open the record shown in the preview hover over its name, and when the name becomes underlined, click it to open the record in a new tab call the number click the icon next to the record send an email click the icon next to the record visit the website click the icon next to the record