Use the Layout Designer

How to Use the Layout Designer

How to Use the Layout Designer 

  1. Click on your name in the top right corner and click on “Tools and Settings.”

  1. When you reach the tools and settings screen, you will see a card on the bottom left side that says “Change your screen layout using the layout designer” you can then click on “Get Started” to get to the layout designer.

  1. Here you will see a drop-down menu with all the layouts you have available. You can apply each layout to the different user groups you have, so that different user groups can see different kinds of information. You can then choose one of the options from the drop-down menu to edit their view or you can click on the green plus button to add a new layout.


  1. Once you are ready to edit the layout, you can then choose the record screen that you need to edit. It will default to “company,” but you can choose the drop-down menu to edit any of these screens.


  1. When you scroll down you will have the current layout, on the left-hand side you will see the tabs that are inside that company record. You can then click on the blue pencil and edit that tab if you would like. If you click on that tab you will then see all the different record blocks within that tab.


  1. You can pick up those record blocks and drag them and drop them in a different order or any that you haven’t already used will be located on the right-hand side. You can easily pick these up and drag them and drop them into any tab you would like. Don’t worry about saving these changes, these changes will automatically save.


  1. You can then also add a brand-new tab by clicking on the green button, naming it, and then by dragging and dropping any available record blocks into that tab. You can edit or delete any tabs you would like by clicking on the blue pen icon when hovering over those tabs. Please keep in mind any changes you make will be instantly updated.


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