After installation, you can start creating your own layouts to match your team’s needs. Adding a layout allows you to define exactly which fields and sections appear and in what order.
Follow these steps to add a Layout Designer:
- Log in to the CRM.
- Click the main Menu.
- Click Platform > Layout Designer. The Layout Designer List View opens.
- Click + Layout Designer. The Add Layout Designer page opens.
- Enter or select the following information in the Add Layout Designer page:
- Name: Enter a name for the Layout Designer.
- Module: Select the required module from the drop-down.
- Assigned To: Select the User or group from the drop-down.
- Click Save. The Layout Designer editor opens.
- Enter or select the following information in the Layout Designer editor page:
- Design the Layout
- Open Blocks: Click to access layout components.
- Basic: Standard layout elements such as section headers, text blocks, or placeholders. Used to structure the layout and group related information.
- Fields: CRM fields (standard or custom) from the selected module. Example: Name, Email, Phone, or any custom field.
- Related Lists: Displays records related to the module you are designing. Example: In a Contact layout, you can show related Deals, Tickets, or Activities.
- Widgets: Functional components that enhance the layout. Example: Charts, Dashboards, or Map widgets.
- Style the Layout
- Style Manager: Select a block you added and click to configure options such as Display options, Dimensions, Font sizes, Widget width, Background color, and Border setup.
- If you add a Map widget, click Settings to configure and perform actions within the map.
- Manage Blocks
- Undo: Revert recent changes.
- Redo: Reapply recent changes.
- Delete: Remove blocks you added.
- On a specific block:
- Delete: Remove that block.
- Duplicate: Create a copy of that block.
- Click Save.