Edit the layout of a card
When you have created a new layout, it is time to customize it. Personalize the layout for the main cards and archives to match your organization’s information needs.
Considerations
Before customizing a layout, determine who the intended users are.
- What do they need at their fingertips?
- Do they need all default fields and tabs, or should you remove something?
- Do they require additional tabs?
- What is the logical order of fields?
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):
Edit card layout
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Open the Screen Designer.
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At the top, select a screen or dialog to customize.
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Select a layout in the list on the left side.
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Click Edit layout below the preview.
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In the Edit card layout screen, work your way through the tabs of the screen.
Save, publish, or cancel
After editing a layout, click one of the following buttons:
| Button | Description |
|---|---|
| Save draft | Saves an unpublished version of the layout, which you can resume editing later or ask someone to review. |
| Save + Publish | Applies the layout to the selected user groups or sale/project/request/follow-up type . |
| Cancel | Discards all changes. |
Undo changes
If you need to revert to an earlier version of the screen, you can access the following options from the Task button ():
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Reset to factory settings: This option discards all changes and resets the layout to the default version provided by SuperOffice.
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Restore tabs: This option reinstates any tabs that have been previously removed.
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Discard draft: This option discards all unsaved changes and reverts the layout to the most recently published version.
Delete layout
When a user-group-based layout is deleted, users in that group see the default (system) layout.
To delete a layout:
- Select the layout in the Layouts list.
- Click Delete.