custom page layouts in centrahubcrm

Customize Page Layout

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field-description

Field Specification of [Module] Page Layout

  • Layout details: Layout details tab used for entering the page layout information.
setup page layout detail information
Layout Name

Enter the layout name for the page layout.

Description

Enter any description related to the page layout.

Default

Select the default if you want to use this page layout to the module.

  • Field setup: Some Fields are default present in the CRM.
view custom page layout details
  • If you want to edit the field. Click on the Edit option beside the display name.
  • Edit field pop- window displays, here you can edit the field.
edit pages layouts fields

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  • Field layout: Define the field layout where it is mandatory, Read-only, Info field or hidden.
edit page field layout in centrahubcrm
  • Click on the Edit option beside each field to edit.
  • Edit field pop window displays, where you can set the display type.
setup field layout details
  • Related module: Select the related modules from the available list to the selected list using the arrow button.

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edit page field layout properties in centrahubcrm
  • Related module layout: You can even define the related module layout.
setup related module fields layout
  • From the drop-down list, Select the layout for the related module.
  • Business card layout: Select the business layout for a [Module] from the drop-down list.
  • Reports: Select the reports from the available reports to select reports using arrows which are to be displayed.
setup reports field layout
  • 5.Click Finish.

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