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Streamline your data with Sections in SmartSuite

smartsuite Apr 05, 2023

As you add more and more information to your SmartSuite solutions, you may feel overwhelmed. Fortunately, it's not difficult to organize your records so it groups the information you need and shows you what you need to quickly look at. If you want to save yourself a ton of time and headaches, then check out these tips to simplify record details!

In this video, I’ll show you how to set up sections within records to help you organize your information. I’ll show you what can happen if you’re not organizing your records and how overwhelming they can look. You’ll see how to group data within a record and reorganize the information within a record. I’ll also confirm if the formatted sections can be applied to all your records in applications.

In this video we’ll discuss:

  • Problems with an unorganized record
  • Organizing record data first
  • Adding and Customizing Sections in records
  • Rearranging Sections
  • Setting closed sections by default
  • Do expanded records impact all views?

If you found this helpful and want to give it a try yourself, please use our links below! 👇

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