Relation and activity forms show you how information is organised inside Tribe. They help you quickly view, edit, and track important details about customers and processes. You might use these forms when looking up contact information or managing work such as sales or projects. By following this guide, you will understand what each part of these forms shows and how to work with them confidently.
Table of Contents
What Is The Structure Of A Form?
What Do You See On A Relation Form?
What Do You See On An Activity Form?
What Are The Key Differences Between Forms?
What Is The Structure Of A Form?
Both relation and activity forms in Tribe follow the same basic layout. This makes it easier to find information and work consistently across the system.
Each form is built from three fixed parts:
Header
Details
Activities and timeline
You can find a relation by typing its name in the search bar and opening the record. When you open an activity, such as a sales opportunity, you will see the same basic structure.
What Do You See On A Relation Form?
The relation form shows information about a person or organisation.
Header
The header contains the most important information about the relation, such as the name, address, and contact details. It also shows the type of record, for example customer, contact, or candidate.
Details
The details section contains fields linked to the relation. Key fields are visible straight away, so you can edit them quickly. Additional fields for organisations or persons are available in a drop-down section.
When you open an organisation, an extra block appears below the details showing the contacts linked to that organisation.
Activities And Timeline
This section is split between creating new activities and finding existing ones. You can create a new activity by selecting a button from the + bar, such as +Appointment, entering the required information, and selecting Save.
After saving, the activity appears in the timeline. The timeline is divided into open and closed activities and displays items in chronological order. You can use the available filters to refine the view.
Did you know?
Relation and activity data are saved immediately when you enter or change information.
What Do You See On An Activity Form?
The activity form shows information about a specific process, such as a sales opportunity, project, or work order.
Header
The header displays the most important details of the activity, such as the subject and current phase. You can change the phase directly in the header. It also shows the type of activity you have opened.
Details
The details section contains the fields linked to the activity. The most important fields are visible straight away, making it easy to edit them.
Below the details, extra blocks show the linked organisation and, if applicable, the linked contact person.
Activities And Timeline
This section works the same as in a relation form. You can create a new activity using the + bar, such as +Appointment, enter the details, and select Save.
The new item then appears in the timeline, which is divided into open and closed activities and sorted in chronological order. You can use filters to adjust what is shown.
What Are The Key Differences Between Forms?
Relation and activity forms are built in the same way, but differences appear in the available options inside activities. This is because each activity supports different processes.
For example, a sales opportunity allows you to register products, while a project allows you to register milestones, and a work order allows you to register hours. These extra options are explained in the articles for those specific activities.
Quick Summary
You can use relation and activity forms to view and manage information in a clear, structured layout. Both types of forms use headers, details, and timelines to keep work consistent and easy to follow. After reading this guide, you understand how to navigate these forms and recognise the differences between relation and activity records.