Using the New Record Layout, the top navigation, fields in the Record and Person Summary Cards, and the available widgets may be customized at both the Firm and User level.
Access to firm-level configuration is controlled by the Feature Security setting Show Configure Firm Record Layout.
To configure the default Record Layout for the entire firm, navigate to Settings > Record Layout Configuration from the left side Site Navigation bar.
To allow users to override the default configuration and create their own layouts, enable thetoggle at the top of the page and click to save changes.
If enabled above, individual users can configure the Record Layout for their own use by opening any Record and navigating to Tools > Record Settings > Configure Record Layout. Changes made will only affect that User.
Whether editing for the Firm or User, the interface and available options are the same.
Record Navigation options may be hidden by hovering on an item and clicking .
To restore an item to the navigation, click the name of the item from the Navigation drop-down on the left.
Summary and Details may not be removed.
Here you can choose whether or not to show the Service Level configuration option on the Utility Bar at the top of a Record.
To edit the contents of the Record or Person Summary Cards, hover over either card and click.
The following options are available from this page:
See Record Summary Overview for more details on the available fields.
There is a limit of 15 total fields on the Summary Cards.
The activity widgets below the Summary Cards may be rearranged by dragging and dropping them to their desired location.
To remove a widget, clickon the widget or drag it to the left content bar.
To add a removed widget back, click the name on the left content bar.
When you are done making changes to the Record Layout, click