Adding Custom Fields to Layouts

Last Updated: Aug 21, 2020
  1. Under the Custom Field Layouts heading select the entity you wish to configure a layout for (New Account, Package, etc.)

  2. Under the Edit Custom Field Layout heading click the (emoji) in the section of the layout where you wish to position the custom field

  3. On the Add Custom Field modal select the custom field you want to add in the selected position and click Add

  4. To adjust the column width of a custom field on the layout click the (emoji) to the right of the custom field

  5. If you wish to reposition custom fields in the layout drag and drop them as needed

  6. Click Save when finished and the custom field layout will be applied to the entity it was configured on