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How to Create a Customized Page Layout for any Module

How to Create a Customized Page Layout for any Module

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1. Access the CentraHub CRM settings and type ‘Page Layout’ in the search box.

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2. Access the drop-down list of module customization and click on Page Layout option under your required module.

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3. Click on New Page layout in the module’s page layout list.

4. On the module’s page layout page, enter the relevant details.

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Field Specification of [Module] Page Layout

Layout details: The Layout details tab is used to enter the page layout information.

Layout Name

Enter the name for the page layout.

Description

Enter the description related to the page layout.

Default

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

Field setup:

Some default fields are already loaded in the CRM.

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If you want to edit the field, click on the Edit option beside the display name.

An Edit field pop-up window would open where you could edit the field.

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Field layout: Define the field layout as mandatory, Read-only, Info field or hidden, as per your requirements.

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To edit any field, click on the Edit icon.

An Edit field pop-up window would open where you could set the display type.

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Related module: Select the related modules from the ‘available’ list to the ‘selected’ list using the arrow button.

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Related module layout: You could also define the layout for the Related module.

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Access the drop-down list and select the layout for the related module.

Business card layout: Select the business layout for the module, from this drop-down list.

Reports: Choose the desired reports from ‘available’ and move them to ‘selected’ using the arrows.

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5.Click Finish to save the layout.

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