Disciple.Tools User Documentation

Disciple.Tools | Record Details View Overview

The Record Details page is the heart of Disciple.Tools, providing a complete, single-page view of all information related to a specific record, such as a contact or a group. From this page, you can view and edit information, see a complete history of activity, and perform various actions.

Accessing the Details View

You can access the Details View for any record by clicking on its name from a List View (e.g., the Contacts List or Groups List).

Layout of the Page

The Record Details page is organized into three main sections:

1. Details Bar: A header bar at the top of the page containing the record’s name, key action buttons, and navigation to move between records.
2. Details Tiles: The main content area on the left, which is a collection of “tiles.” Each tile is a box that groups related information together, such as the “Status” tile or the “Details” tile.
3. Activity & Comments: A sidebar on the right that displays a chronological timeline of all activity and comments related to the record. This is where you can log updates, ask questions, and collaborate with your team.

Getting the Record ID

The record ID for a contact or group is the number at the end of the URL. For example, for the URL https://example.com/contacts/1284/, the ID is 1284.