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carlsimpson
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10-21-2025
12:28 PM
We have a 12-year-old instance and have been slow to move to Workspaces because it's so different. The two courses were good and helped explain a lot. However, as I look at the record pages, specifically the Overview pages, I am lost. I found a video, but it was 2 years old, so it was worthless. It would be nice to see an explanation of how the Overview and record pages work and how we can edit them. As a specific example, how do you edit the fields shown under summary?
Other feedback, the online documentation is worthless. No examples, no explanations, just a short description of what it does. If that is the future, then more is needed on the training side, because it is currently an absolute zero.