The Daai Business Suite is designed with a consistent user interface across all modules (HRM, CRM, Billing, Finance, Reporting, etc.). No matter which module you are working in, you will encounter three standard views for records:
1️⃣ List View
- Displays all records of a module in a grid / table format.
- Top bar: Search, Filters, Column show/hide, Actions menu (Import / Export / Convert), and the Add button.
- Provides filters, sorting, and search to quickly find the records you need.
- Supports bulk actions such as Import, Export, or Convert (depending on the module).
- Columns can be shown / hidden to customize your view.
- Click any row to open the Detail aside on the right.
👉 Example: In the Leads module, List View shows all leads with columns like Name, Status, Source, etc.
2️⃣ Detail View (slide-in aside)
- Opens from the right edge when you click on a record from the list.
- Shows all stored information about that record in an easy-to-read format.
- Header shows the record title + Edit / Delete / Close buttons.
- Divided into tabs for clarity:
- Details Tab → Full record info.
- Media Tab → Documents, images, and files linked to the record.
- Change Log Tab → Audit trail of modifications.
- Many modules add module-specific tabs — e.g., Client = Details, Statement, Media, Change Log, Contacts; Employee = Details, Salary, Leaves, Documents, Change Log.
- Gives access to record-level actions like Edit, Delete, or Assign.
- Tabs and fields are permission-gated — they hide if your role lacks the relevant permission.
👉 Example: In the Employee module, Detail View shows employee info, contact details, documents, and salary details.
3️⃣ Edit View
- Used to update or modify existing records (the same aside as Detail View, with form fields enabled by clicking Edit).
- Also used when creating a new record from the Add button — same form structure.
- Often includes sub-sections to add multiple related items (e.g., adding a new skill, updating a phone number).
- Submitted via the Update (or Save) button at the bottom; cancel via Close.
- Access depends on user permissions / roles.
👉 Example: In the Projects module, Edit View allows changing project status, deadlines, or assigned users.
📌 Summary
- List View → See all records.
- Detail View → See full info for one record.
- Edit View → Update or modify record data.
All three views remember your column / filter choices for the rest of the session, and the Detail aside auto-refreshes after a save — no need to re-open it.