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Add a new layout for a user group

Updated on 23 Sep 2022

If the default 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 customised layout for the contact and company cards and the different archive/section tabs lets your teams and organisation work more efficient.

Create new main card layout

A customised layout for the Contact and Company cards/screens lets your teams and organisation 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.

Click the Add button to create a new screen layoutClick Add to create a new layout

Add a new layout and fill in the description
Set correct name and the user groups to use this layout

Watch this video and find out how add a new layout or follow the step-by-step guide below (the video will start at 5:37)

Create new section tab/archive layout

Customising the layout of the different section tabs/archives for a main card is normally done when there are different needs for the different user groups.

You can create a new layout for the specific user group(s) and set up the different section tabs to show with different content.

Create a new layout for a specific user group by setting up section tabs with content relevant to that user group. By adding and removing the different tabs, you can create the wanted setup on a main card for your user group.

Add the name to the new archive/section tab layout and select the user group(s) it should show for
Add the name to the new section tab/archive layout and select the user group(s) it should show for

 

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