Edit the screen layout of companies and contacts
Updated on 20 Oct 2021
Personalise the layout for the Company and Contact screens/cards to match your organisation’s information needs. In this how-to guide, you’ll learn how to edit a screen layout.
When you edit the layout, you can add and remove fields, or rearrange the order to fit your team's needs. First, you need to know what information is most important for the team.
Remove, add and move the different fields in the layout
Watch this video and find out how to use the screen designer to configure your screens in SuperOffice CRM or follow the step-by-step guide below (video length - 6:41):
Note: Reset to factory settings - In case you don’t like the changes you have done to the company card, you can reset the card. It will then change back to the default layout.
Note: Discard draft - Discards all changes and resets to published version of the screen layout.
- Create new layout
- Add new layout - Help file
- How do I reorganise the fields in the More tab in Company and Contact screens/cards, after the upgrade to SuperOffice version 10? - FAQ
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