To maximize your productivity and efficiency within your CRM, it's crucial to have a layout that aligns with your needs. In this article, we will walk you through the process of customizing the summary section and rearranging the details section. By following these steps, you can create a tailored CRM layout to surface important information and remove information that may not be relevant.
Customizing the summary section
The summary section offers a quick overview of essential contact information. Admin users have the flexibility to customize this section by adding key fields, highlights, or both. You can choose from our selection of pre-designed highlights designed for insights and optimized for action.
Follow these steps to customize the summary section:
1. Go to the Contacts module and click on the contact to go to the contact landing page.
2. In the Overview section, click on Customize this section option.
3. You can now choose to Hide/Show tags and lifecycle stage sections, add key fields, choose cards or both personalize this section.
Reordering the details section
The Contacts details section provides comprehensive information about each contact. Let's consider a relevant use case to better understand the importance of reordering.
Let us assume our user is an admin in the banking industry and has integrated the firm’s Loan Management System with the web application. In this scenario, the most relevant information is located at the bottom of the details page, where the integrations section is placed by default. To streamline user access to crucial information, you can reorder the page sections so that the Contact fields and Integrations sections will be the top 2 sections in the page layout.
Here’s how this can be done:
- Go to the Contact details page and click . This brings up the Manage Sections slider.
NOTE: This functionality also extends to the Accounts and Deals module
The Manage Sections slider consists of all the default sections displayed in the details page, such as Fields, Recent Conversations, Recent Activities, Related Accounts, Related Deals, and modules associated through lookup. This includes records created via products or custom modules.
In the Manage Sections slider, you can do one of two things.
Enable/Disable sections: Click the checkbox to make a section visible. This brings the section into view on the details page.
In the case of our example, if the admin finds sections such as Recent Conversations or Related Accounts less relevant, they can opt to disable the section, and it will be hidden from the user's view.
Reorder sections: Drag the sections up or down to change the order of the section. This rearranges the page layout accordingly.
In the case of our example, since the admin would like to bring the integrations sections to the top of the page, they can drag the section to the top, and the page layout will be changed accordingly.
and the changes will be modified accordingly.