The Daai Business Suite is designed with a consistent user interface across all modules (HRM, CRM, Finance, Projects, 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.
- 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.
👉 Example: In the Leads module, List View shows all leads with columns like Name, Status, Source, etc.
2️⃣ Detail View
- Opens when you click on a record from the list.
- Shows all stored information about that record in an easy-to-read format.
- Divided into tabs for clarity
- Details Tab → Full record info.
- Media Tab → Documents, images, files linked to the record.
- Change Log Tab → Audit trail of modifications.
- Gives access to record-level actions like Edit, Delete, or Assign.
👉 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.
- Also allows adding sub-sections or related data (e.g., adding a new skill, updating a phone number).
- Follows the same form structure as when creating a new record.
- 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.