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To begin, the list of drop-down option options to choose from will be blank, so we will need to populate those options. To do this, click inside the text box next to the blue button titled Add Option and type the name of the option that you would like to add. Once complete, click the Add Option button, and your option will appear in the box above. Repeat this process as needed until all the necessary options have been added. You can reorder the list by clicking on an option, and then using the Up or Down Arrow buttons to the right of the options box to move that option up or down in the list. You can remove options by clicking on the option to remove, and clicking on the “X” icon just under the Up/Down Arrows.
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Once you have completed the steps above, click the blue blue button at the bottom of the page titled Save Properties, and your field will be created.
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You should now see a list of all available Views within the Object you are editing. To edit an existing View, click on the gray Edit button immediately to the left of its name in the listing. To see a live representation of this View, click on the gray View button immediately to the left to of its name in the listing. To add a new View, click on the large blue button titled + Add New View.
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Once you have set up your filter as needed, click on the blue button labelled labeled “Apply Filter” and your filter will be applied to the View.
9. Options:
Use this section to configure some final miscellaneous options for this View. The Options available are:
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Please contact your CRM Support Team if you need to lock down a View from certain users, as we are happy to cover this with you on a one-on-one basis.
Adding/Editing a CRM Layout
A Layout in the CRM is a detailed listing of all fields being used to store data for every Record in a CRM Object. A Layout is typically accessed by clicking a Record Name in an associated View. Layouts are typically broken up into sections, and can have up to four columns to store information in varying configurations.
Adding a new Layout
To create your Layout, you’ll first need to access the Admin Dashboard. Similar to adding Fields and Views, you’ll need to think about which Object this Layout will reside in. In this example, we’ll be adding the new Layout Real Estate Prospect Entry to the Contacts Object.
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When first creating a new Layout, you will only see sections 1-4. Section 5 will appear once you click the Save Properties button.
Properties1. Properties: In this section, enter the basic identifying information for this Layout.
Name: Enter a name for this Layout. You will use this to reference your Layout in a View, or for future editing.
Description: Optionally, enter a description of this layout. This is only visible when editing the Layout, not when viewing data within the Layout, so most users will not see anything written here.
Object Default: Check this box to set this Layout as the default for this Object. Any links to records of this Object will open the default Layout unless the link specifically targets a different Layout.
2. Security: Generally, security options for Layouts are not configured from the Layout itself, but rather in the Role Groups section. By default, all options are set to “Inherit From Parent Object”.
Please contact your CRM Support Team if you need to lock down a Layout from certain users, as we are happy to cover this with you on a one-on-one basis.
3. Header Text: This section is used by your CRM Support Team to add in client-side scripting or style code to this Layout. Generally, it is advised not to enter anything in this section yourself unless you are proficient in writing Javascript and/or CSS code.
4. Information: Displays system information about this Layout, and includes action buttons for the Layout.
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Accessing Data From Outside Objects in a Layout
While using your CRM, you may have noticed cases in which data from one Object is displayed inside a Layout of a different Object. The Activities section within a Prospect Layout is a great example of this, as is the Notes section.
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Creating Editing CRM Fields Views and Layouts - Guide