Drawers on the List View

Spiro uses "drawers" on the list view to help you work quickly and efficiently. Drawers enable you to access multiple records in a list without leaving the page - allowing to you quickly add notes, update fields, and log activities without too many clicks. 

How to access a drawer

To access a drawer, go to any of the list views and click the column with bolded text. It's usually the first column unless you or your admin moved around the columns.

Once you click on the bolded text, it will open the drawer on the right side of the screen. Here, you can edit any of the fields or use the action buttons on bottom.

How to move to the next record

When you're ready to move to the next record, you can use the carrots in the top right of the drawer to navigate. This arrows only bring you to the records that appear on the page - if there are multiple pages on the list, you'll need to move to the next page manually.