Tribe's Tabbed UI is a redesigned record view that organises information into clear, focused sections rather than a single long page. It reduces the need to scroll and makes it easier to find what you need during your daily work. You might use it when reviewing a customer record, logging an activity, or checking related contacts and deals. By following this guide, you will understand how the new layout works, what each tab contains, and how to navigate the interface confidently.
Table of Contents
What Does the Tabbed UI Do?
The New Layout at a Glance
The Header
The Dashboard Tab
Step by step
More on the Widget library
The Activities Tab
Before & After
The Relations Tab
Before & After
The Details Tab
Before & After
The Sidebar
Editing the Details In The Sidebar
What Has Moved and Where to Find It Now
How to Switch Back to the Classic UI
Quick Summary
Frequently Asked Questions
What is Tabbed UI?
The Tabbed UI replaces the previous single-page record view, which required significant scrolling and displayed a large amount of information at once. The new layout splits each record into four dedicated tabs — Dashboard, Activities, Relations, and Details — so that only relevant information is shown at any given time. A persistent sidebar on the right displays the most important record information regardless of which tab you are viewing.
The Tabbed UI applies on every type of record in Tribe, from Sales opportunities and Projects to Work Orders and beyond. Tribe also remembers which tab you were on when you last viewed a record, so reopening it takes you straight back to where you left off.
The New Layout at a Glance
Every record is now organised into four tabs:
Tab | What You Will Find There |
Dashboard | Key metrics and KPI widgets for the record |
Activities | A timeline of all interactions, with a new grid view option |
Relations | Contacts and related records, now searchable and filterable |
Details | All fields, organised into sub-tabs instead of one long scrollable page |
Every Tab might have sub-tabs available for specific categories or field groups. This varies based on which fields are activated and what kind of record you are looking at.
A sidebar on the right remains visible at all times, regardless of which tab you are on, giving you quick access to the most important information.
The Header
The header has been simplified to show only the record name, logo, relationship type, and action buttons. This makes it more compact and better suited to smaller screens.
Contact details that previously appeared in the header have moved to the sidebar and the Details tab, where they are easier to locate.
The Dashboard Tab
The Dashboard tab is a new addition to Tribe. It allows you to create widgets specific to the entity you are viewing — such as a Customer, Project, or Sales opportunity — giving you a quick overview of what is happening with that record at a glance.
Below are a few examples of widgets you might add:
Value in pipeline
Average deal value
Sentiment analysis
Note: The sentiment block, which previously appeared as a section on the record page, has also moved to this tab.
Step by step:
Adding and Arranging Widgets
Admin users can add, remove, resize, and rearrange widgets to suit their team's needs.
Open a record and navigate to the Dashboard tab.
Select the pencil icon to enter edit mode.
Select Add Widget
This opens the Widget library. Find and click the widget you want to add.
Drag widgets to reorder them as needed.
Select Save Layout to save your changes.
Managing or Deleting a Widget
Open a record and navigate to the Dashboard tab.
Select the pencil icon to enter edit mode.
Select the three dots on the widget you want to manage or delete.
Choose the relevant action.
If deleting a widget, select Save Layout to confirm the change.
More on the Widget library
The widget library is where you select which widgets to add to the dashboard of a specific record type. It is accessible from the Dashboard tab when in edit mode.
Note: Widgets are added at the record-type level, not for individual records. Adding a widget to the dashboard of a Sales Opportunity record means that widget will appear on every Sales Opportunity record in your environment. The same applies to any other record type, such as Customer or Project.
The library is organised into three categories:
The Activities Tab
The Activities tab brings together the full activity history for a record. Several changes have been made to improve how you work with activities.
New "+ Activity" Button
The previous + New button has been replaced with a + Activity dropdown. Default activity types — Note, Task, Appointment, and Attachment — appear first, followed by any module-specific types relevant to your setup.
Sub-tabs
Alongside the timeline, activities are now also organised into sub-tabs. These allow you to navigate directly to a specific category of information, such as Invoices, Products, or Key Contacts. The sub-tabs displayed will vary depending on which types of activities are logged for that record.
Timeline and Grid View
You can switch between two ways of viewing activities. The familiar timeline view remains available, and a new grid view has been added. The grid view presents activities in a table format, making it easier to scan and search through a large number of entries.
Cleaner Timeline
The timeline has been visually simplified for easier reading. A few options help you control what you see:
Select the comment icon to show or hide all notes.
Select the filter icon to expand the filter bar and filter activities by type. Filters are hidden by default to keep the view uncluttered.
Activities Before & After
Before:
After:
The Relations Tab
The Relations tab displays contacts and related records all in one dedicated place. On entities that can have a long list of contacts, such as Customer, you can see the contacts in a list view with built-in search and filtering. This replaces the previous unsorted list, making it significantly easier to find a specific relation.
Relations Before & After
Before:
After:
The Details Tab
The Details tab contains all the fields associated with the corresponding record, now organised into sub-tabs such as General, Financial, and Communication, rather than one continuous page. The sub-tabs available will vary depending on the type of record you are viewing and which fields are activated in your environment.
Details Before & After
Before:
After:
The Sidebar
The sidebar runs along the right-hand side of every record and remains visible no matter which tab you are on. It displays the most important information about the record at all times, giving you quick access to key details without navigating away from your current view.
The sidebar always includes Details. Depending on the type of record and which fields are activated, it may also display additional useful sections such as Contacts, Products, Child Accounts, Labels, Project Members, or a map view of a saved location.
Select Open in tab in the sidebar to easily navigate to the tab containing that specific information.
Editing the Details in the Sidebar
Admin users can adjust which fields appear in the sidebar and in what order.
Select the three dots and choose Edit.
Select the pencil icon next to a field to change it.
Select the bin icon to remove a field from the sidebar.
To reorder fields, grab the drag handle on the left side of a field and drop it in the desired position.
Select Save to save the changes.
Note: Changes to the sidebar are applied across all records of that entity type, so any adjustments will affect all users viewing that record type.
What Has Moved and Where to Find It Now
The table below summarises the key elements that have changed location in the new layout.
What You Are Looking For | Where to Find It Now |
Sentiment block | Dashboard tab |
Activity timeline | Activities tab |
+New button | + Activity button in the Activities tab |
Activity filters | Filter button in the Activities tab |
Relations and Contact details | Relations tab |
All details | Details tab - field groups are divided into subtabs |
Note: Some items that previously appeared as separate blocks on the record may now appear as sub-tabs within the relevant tab. If you cannot find a block you previously used, check the sub-tabs in the Activities, Relations or Details tab first.
How to Switch Back to the Classic UI
If you need to return to the previous interface at any point, use the toggle button in the top-right corner of the record to switch back to the classic UI.
Quick Summary
The Tabbed UI reorganises record views in Tribe into four focused tabs — Dashboard, Activities, Relations, and Details — alongside a persistent sidebar. This structure reduces scrolling, improves navigation, and makes it easier to find the information you need. If you ever need to return to the previous layout, the toggle button in the top-right corner of any record allows you to switch back to the classic UI at any time.
Frequently Asked Questions
Will Tribe remember which tab I was on?
Will Tribe remember which tab I was on?
Yes. Tribe remembers the last tab you had open for a record, so reopening it takes you straight back to where you left off.
What is the Dashboard tab?
What is the Dashboard tab?
The Dashboard tab is a new addition where you can view KPI widgets and key metrics specific to the record you're viewing — such as value in pipeline, average deal value, or sentiment analysis. The sentiment block, which previously appeared as a section on the record page, has moved here.
Who can add or manage widgets on the Dashboard tab?
Who can add or manage widgets on the Dashboard tab?
Only admin users can add, remove, resize, and rearrange widgets. Note that widgets are configured at the record-type level, meaning any changes apply to all records of that type across your environment.
What happened to the + New button for activities?
What happened to the + New button for activities?
It has been replaced by a + Activity dropdown in the Activities tab. Default activity types (Note, Task, Appointment, Attachment) appear first, followed by any module-specific types relevant to your setup.
Can I still use a timeline view for activities?
Can I still use a timeline view for activities?
Yes. The familiar timeline view is still available. A new grid view has also been added, which displays activities in a table format — useful when scanning through a large number of entries.
How do I filter activities?
How do I filter activities?
Select the filter icon in the Activities tab to expand the filter bar. Filters are hidden by default to keep the view clean.
Where can I find contact details and related records?
Where can I find contact details and related records?
These have moved to the Relations tab, which includes built-in search and filtering — replacing the previous unsorted list.
Where are all the record fields now?
Where are all the record fields now?
All fields are in the Details tab, organised into sub-tabs such as General, Financial, and Communication, rather than one continuous scrollable page. The sub-tabs available will vary depending on the record type and your environment's configuration.
What is the sidebar and what does it show?
What is the sidebar and what does it show?
The sidebar runs along the right side of every record and stays visible no matter which tab you are on. It always shows key Details, and may also display Contacts, Products, Labels, Project Members, or a map view (if the Google Maps add-on is enabled). You can select Open in tab in the sidebar to jump directly to the relevant tab.
Can admins customise the sidebar?
Can admins customise the sidebar?
Yes. Admins can adjust which fields appear in the sidebar and in what order. Changes apply to all records of that entity type, affecting all users.
Can I switch back to the old layout?
Can I switch back to the old layout?
Yes. Use the toggle button in the top-right corner of any record to switch back to the classic UI at any time.
Something I used before seems to have disappeared — where should I look?
Something I used before seems to have disappeared — where should I look?
Check the sub-tabs within the Activities, Relations, or Details tab. Items that previously appeared as separate blocks on the record may now be sub-tabs within one of these sections.