Default “referenced record view”

Each app (e.g. Contacts) can define a default “referenced record view”

This view specifies which fields are shown (e.g. name, job title, phone number, email)

This default view is automatically used whenever a record from this app is referenced from another app. Still the default can be overridden or adjusted if needed.

Result:

  • 95% of use cases work out of the box
  • less repetitive configuration
  • consistent UX
  • reduced maintenance effort