hello vipers let's talk about how you
can customize the layout of your uh
contact account and opportunity records
so you want to get started on the setup
page right here you can get here by
clicking on the upper right corner going
and then you'll find this under
and then right here below the custom
and so you can as you can see just like
with the custom fields you can customize
by type with contact count and
so let's customize a contact record
and here you will see that you have a
couple of different options
first of all you have the option of
and how they are displayed
and you're also able to choose whether
they are expanded or collapsed
card will be shown or hidden entirely
so let's actually in a separate tab open
and show what this will look like
so you'll see right here that you are
able to collapse and expand each of
so that can give you a more efficient
display if there are certain cards that
you do need to see but maybe you just
don't need to see them all the time
you can have those collapsed and here's
where you can determine what exactly is
as a default setting so for instance
custom fields are collapsed right now go
right down here and you'll see custom
but i need to click on it in order to
uh the data that is within it
choose to and also estimates are hidden
right now as well so we can't see those
and you'll note that every time i'm
making it i'm making a change here this
window that pops up quickly that's just
showing that it is automatically saving
all of this i'm going to go here and
estimates are now at the top
and tasks are now collapsed
but i'm able to click on this
as an admin if you have a particular
layout that you just find to be
particularly useful you're able to
make these changes click here to apply
it to all users and then all the users
will have this setting applied
hope this helps and let us know if you
