Navigating Through Tabs and Understanding Their Layouts

By clicking on any tab within Apto you will be directed to that tab's homepage. Each of these tabs will default to show any recently-viewed records, or you can select other existing views. Views will summarize relevant data about each object into columns (such as Company or Contact name, state, phone number, Property submarket, etc), as well as additional column options. From these views, you can click to jump into any full record.

How to Navigate the Landing Page 

  1. Click on the tab to take you to the homepage (We will use the Properties Tab in our example).



  1. Select the drop-down arrow next to the Properties icon to change the view from Recently Viewed, if you wish.
  2. You can change the display order by clicking any of the column headers to re-order.

Here’s an example:



4. Click on any of the listed properties to be taken to that Property record (or use the search bar at the top of your page).



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