This lesson explains how to use the Layout Designer.
- Click on your name in the top right corner and click on “Tools and Settings.”
- When you reach the tools and settings screen, you will see a quick link to access the Layout Designer. You can also acccess the same settings under the customization tab. Click 'Get Started' or use the blue arrow to open the layout designer.
- Here you will see a drop-down menu with all the layouts you have available. You can apply each layout to the different user groups you have, so that different user groups can see different kinds of information. You can then choose one of the options from the drop-down menu to edit their view or you can click on the green plus button to add a new layout.
- Once you are ready to edit the layout, you can then choose the record screen that you need to edit. It will default to “company,” but you can choose the drop-down menu to edit any of these screens.
- When you scroll down you will have the current layout, on the left-hand side you will see the tabs that are inside that company record. You can then hover over the menu tab and click on the blue pencil and edit that tab if you would like. If you click on that tab you will then see all the different record blocks within that tab.
- To add a record block to the layout, simply drag the block from the list of available record blocks over the the current layout. To arrange the order of the blocks, you can drag and drop them in order under each menu tab. To remove a record block, simply drag it back over to the list of available record blocks. All changes are save automatically and will show up live in the system.
- You can then also add a brand-new tab by clicking on the green button, naming it, and then by dragging and dropping any available record blocks into that tab. You can edit or delete any tabs you would like by clicking on the blue pen icon when hovering over those tabs. Please keep in mind any changes you make will be instantly updated.
