Freshworks CRM allows administrators to configure the layout of a page to include or remove sections to suit your business needs. This allows Admins to remove information that may not be relevant for users from the details page.
To understand this better, let us consider a relevant use case.
Let us assume our user is an admin in the banking industry and has integrated the firm’s Loan Management System with Freshworks CRM. In this case, the most relevant information on the details page can be found at the bottom of the page where the integrations section is placed by default. This means users have to scroll to the bottom of the page every time to access information that is most relevant to them. With the reordering functionality, the administrator can reorder the page sections in such a way 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, Lifecycle Stage and Status, 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 view of the user.
Reorder sections: Drag the sections up or down to change the order of the section. This rearranges the page layout accordingly.
Click and the changes will be modified accordingly.