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How to add a new layout for a user group

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    If the default screen layout doesn’t reflect the needs of a user group, you can create a new layout to match the user group’s unique information needs. A customized layout for the contact and company card lets your teams and organization work more efficient. In this how-to guide, you’ll learn how to add a new layout.

    A customized layout for the Contact and Company cards/screens lets your teams and organization work more efficiently, as it eliminates the distracting “information noise”.

    For example, if your Support team rarely uses the company address when they communicate with companies and contacts, you will want to make space for other fields that are more important on the first page (the Company tab). As we don’t want the address field on the first page, move it by clicking on the bars on the left side of the field and drag it over to the More tab.

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    Click Add to create a new layout, set correct name and the user groups to use this layout.