Coming soon: Your brand new Help Center & Community! Get a sneak-peek here

How to edit the screen layout of companies and contacts

In this article

    Personalize the layout for the Company and Contact screens/cards to match your organization’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.

    10-ScreenDesigner-Edit-layout.png
    Remove, add and move the different fields in the layout.

     

    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 original layout.

    Note: Discard draft - Discards all changes and resets to published version of the screen layout.