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Managing records in detailed view

Navigate the record page to see fields, conversations, highlights, notes, tasks, meetings, and Vetta's AI insights in one place.

Updated October 25, 2026 · 4 min read

Video:Tour a record0:54All videos →

The record page in Vetta serves as a unified workspace for managing contacts, companies, opportunities, and pipeline records. It centralizes conversations, activities, notes, tasks, meetings, and AI-generated insights in one location, eliminating the need to switch between multiple tools.

To open one, click a record's name in any table: on People, for example, the record opens beside your list.

Page structure

The record page combines two areas:

  • Fields panel: on the right, Record details holds the record's structured CRM data (company affiliation, job title, contact details, LinkedIn). Click a field to edit it in place, and press Enter to save. Company links to the person's company, and their deals sit underneath. The fields shown match your entity field configuration.
  • Tabbed workspace: on the left, where you work with everything attached to the record, organised into tabs.
Tour a record0:54

A tour of a contact record, where everything about a person sits on one page. Record details holds every field, editable in place with Enter to save, plus the company and deals. On the left, Highlights shows the last interaction, open tasks and deal health, with Vetta AI reading the relationship. Tabs cover Conversations (every channel in one thread, reply here), Notes, Tasks, Calendar, AI Meeting Note, Files and Activity, the full timeline. Use it to learn the record layout.

Transcript

Everything about a contact lives on one page. On People, click a name, and the record opens beside your list. On the right, Record details holds every field. Click one to edit it in place, like a new job title, and press Enter to save. Company links to their company, and their deals sit underneath. On the left, Highlights is the short version: the last interaction, open tasks, and the health of their deals. Vetta AI reads the relationship for you. Conversations brings every channel into one thread, so you can reply right here. Notes and Tasks sit next to it, so a follow-up never gets lost. Calendar and AI Meeting Note hold their meetings, and Files keeps anything you attach, like a proposal. And Activity is the full timeline, every email sent and received, logged on its own.

The tabs

Depending on the entity, the record page includes tabs such as:

  • Highlights: the short version of the record: the last interaction, open tasks, and the health of their deals
  • Conversations: every synced email, WhatsApp, and LinkedIn thread with this contact in one thread, with reply capability (the same threads as in the Unified Inbox)
  • Calendar: scheduled and past meetings with the contact
  • AI Meeting Note: AI-generated meeting summaries when meeting recording is connected
  • Notes and Tasks: qualitative context and action items linked to the record, so a follow-up never gets lost
  • Vetta AI: Vetta Brain insights on the record: overview, sentiment, watchpoints and suggested next steps
  • Files: documents and images attached to the record, such as a proposal
  • Activity: the full timeline: every email sent and received and every change on the record, logged on its own
  • Associated Threads (on opportunities): the conversations linked to the deal

AI on the record page

Vetta Brain surfaces intelligence directly on the record:

  • AI Signals: notable events and engagement patterns detected from real activity
  • AI Tips: suggested next actions based on the relationship's state
  • Vetta AI: Vetta Brain's insights on the record, from its recent conversations, notes and meeting notes (see Vetta Brain)
  • Last interaction: when and where you last touched this contact

Linked records

Records connect to other CRM elements (companies, opportunities, pipelines, sequences, and workflows) directly from the record page. Use the relation fields to attach a person to a company, link an opportunity, or check which sequences the contact is enrolled in.

To add the record to a pipeline, click the + next to Pipelines; a tick shows the pipelines it is already in. Each pipeline row opens to that pipeline's own fields, such as its Stage, right beside the record's fields. See Working with pipelines.

Collaboration

Teammates can leave comments on records to discuss context without leaving the CRM, and mention each other to bring the right person into the conversation.

Common questions

How do I open a record's page?

Click the record's name in any table. On People, for example, the record opens beside your list. See Page structure.

How do I edit a field on a record?

In Record details on the right, click the field, change it and press Enter to save. See Page structure.

Where do I see a contact's emails and LinkedIn messages?

In the Conversations tab: every synced email, WhatsApp and LinkedIn thread with the contact in one place, with reply capability. See The tabs.

Where are the notes and tasks for a record?

In its Notes and Tasks tabs. Highlights also shows the open tasks at a glance. See The tabs.

How do I add a record to a pipeline from its page?

Click the + next to Pipelines. A tick shows the pipelines it's already in, and each pipeline row opens to that pipeline's own fields, such as Stage. See Linked records.

What's in the Vetta AI tab?

Vetta Brain's insights on the record: overview, sentiment, watchpoints and suggested next steps, drawn from its recent conversations, notes and meeting notes. See AI on the record page.

Can I attach a proposal or other file to a record?

Yes. The Files tab holds documents and images attached to the record. See The tabs.

How do I bring a teammate into a record?

Leave a comment on the record and mention them. See Collaboration.

Key outcome

This centralized approach enables teams to understand relationship status and take action faster without navigating across multiple platforms. Everything needed to manage a contact, company, or deal is accessible from a single record page.

Still stuck?

We reply the same business day, 9:00 to 17:00 CET, Monday to Friday.

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