Edit layout - Main cards

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Version: 10.3.7

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• 9 minutes to read

 • 9 minutes to read

When you have created a new layout, it is time to customize it according to the needs of the assigned user group(s). If you are customizing a layout for the sales team, you should have a clear plan of what their needs are with regards to the layout and formatting of the tabs, fields, elements and columns on the main card. Which information should be first and easiest to find? Do they need all fields and tabs? What is the logical order of the fields?

Personalize the layout for the main cards and archives to match your organization's information needs. When you edit the layout on a main card, you can add and remove fields, or rearrange the order to fit your team's needs. First, you need to know what information is most important for the team.

Watch this video and find out how to use the screen designer to configure your screens in SuperOffice CRM or follow the step-by-step guide below (video length - 6:41):

Steps

1. Select Screen designer in the Navigator.

2. Click Company, Contact, Sale, Project, Request, or Follow-up at the top.

3. Click Main cards.

4. Select a layout in the list on the left side.

5. Click Edit layout below the preview.

6. In the Edit card layout window, edit the layout as described below.

7. After finishing, click one of the following buttons:

   • Save draft: Click this button if the layout is not finished yet.
   • Save + Publish: Click this button to publish the layout to the selected user groups.
   • Cancel: Click this button to discard all changes.

Edit existing fields in the layout

1. Select the tab you want to edit.

2. Edit existing fields:

   • Move fields by clicking to the left of a field label and dragging the field to a new position. To add a new field, see Fields.

   • Delete fields by holding the mouse-pointer over a field and clicking . Deleted fields can be re-added from the Fields section. Mandatory fields cannot be deleted, and the Delete button will not appear for such fields. See Fields.

   • Edit field formatting (such as font format) and other settings by clicking the field. The Settings section opens in the left part of the window. See Settings.

3. Change the number of columns in a tab from the Tab layout section.

4. Save the changes as described above.

Add new content to a layout

1. Select the tab you want to edit, or click Add to add a new tab.

2. Edit the layout by selecting one of the following sections:

   • Fields: Drag fields from the list to the layout. Fields can be placed in the columns and in the header and footer.

   • Elements: Drag various elements such as labels, dividers, links and buttons to the layout.

   • Settings: Click a field or element in the layout to edit the relevant settings. The available settings may vary according to the selected object. See Settings.

   • Tab layout: Select how many columns you want to display in a tab.

3. After customizing the screen layout, click one of the following buttons:

   • Save draft: Click this button if the layout is not finished yet.
   • Save + Publish: Click this button to publish the layout to the selected user groups.
   • Cancel: Click this button to discard all changes.

Boxes with stapled lines in the layout, indicate where you can place a field:

Below you can find more detailed descriptions of the various sections and functions.

Fields

In the Fields section you can find all available data fields for the selected screen layout. Use the filter function to find specific fields.

• Drag a field from the list to a stapled area in the selected tab.
• To make sure a field is always visible, no matter which tab is selected, place the field in the header or footer.
• You can place the same field in multiple locations in the screen layout, if relevant.
• Move fields by clicking to the left of a field label and dragging the field to a new position. To move a field to another tab, drag the field to the tab header to open the tab, and then place the field in the open tab.
• Delete fields by holding the mouse-pointer over a field and clicking . Mandatory fields cannot be deleted, and the Delete button will not appear for such fields.

Limitations:

• Mandatory fields cannot be deleted. This is defined in Fields screen.
• Some tabs, such as ERP and Note, cannot be edited, because they have specific functions.

Elements

In the Elements section you can add various non-data elements such as labels, dividers, links and buttons.

Settings

Make fields more visible by changing the font to bold and large text. Make room for more fields by using a smaller font. Save screen space by hiding labels.

Click a field or element in the layout to edit its settings. The available setting will vary according to the type of field or element.

Tab layout

By default a tab has 2 columns, but you can use anything from 1-4 columns depending on you needs. Users with wide screens may prefer more columns, to view and sort more data.

Limitations:

• Changing from 2-4 columns to 1 column will move all fields into 1 column.
• Using 4 columns may affect visibility of some fields. You may consider to hide the labels of some fields (see Settings).
• Some tabs, such as ERP and Note, do not have a column setup, because they have specific functions.
• If a user does not have the screen size to fit all columns, they are stacked on top of each other.

Tabs

Add more tabs for additional fields, or remove irrelevant tabs.

To remove a tab:

1. Select the tab and click Task > Remove tab.
2. Click OK in the dialog that is displayed.

To add a new tab:

1. Click Add. The Tab layout section opens to the left.
2. Under Tab title, replace the text New tab with the new tab name.
3. You can also add the tab name in other languages by clicking .
4. Select the number of columns you want to use in the new tab.

Tip

If you later want to rename the tab, select the tab and select Tab layout.

Limitations:

• You cannot rename any of the default tabs.
• You cannot remove a tab that contains mandatory fields. Mandatory fields must be moved to another tab first.
• If only one tab remains, you cannot delete it.

Undo changes

If you need to revert to an earlier version of the screen, you can access the following options from the Task button:

• Reset to factory settings: This option discards all changes and resets the screen layout to the standard layout delivered by SuperOffice.
• Discard draft: Discards all changes and resets to the published version of the screen layout.