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hello vipers let's talk about how you

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can customize the layout of your uh

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contact account and opportunity records

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in pipe cloud

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so you want to get started on the setup

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page right here you can get here by

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clicking on the upper right corner going

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to setup

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and then you'll find this under

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customizations

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and then right here below the custom

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fields you'll see

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the custom layouts

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and so you can as you can see just like

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with the custom fields you can customize

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each of these layouts

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by type with contact count and

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opportunity

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so let's customize a contact record

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and here you will see that you have a

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couple of different options

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first of all you have the option of

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choosing the order

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and how they are displayed

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and you're also able to choose whether

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they are expanded or collapsed

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and also whether this

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card will be shown or hidden entirely

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so let's actually in a separate tab open

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up a

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contact

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and show what this will look like

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so you'll see right here that you are

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able to collapse and expand each of

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these

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cards

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so that can give you a more efficient

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display if there are certain cards that

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you do need to see but maybe you just

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don't need to see them all the time

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you can have those collapsed and here's

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where you can determine what exactly is

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going to be collapsed

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as a default setting so for instance

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custom fields are collapsed right now go

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right down here and you'll see custom

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fields it is available

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but i need to click on it in order to

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display

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uh the data that is within it

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so let's actually

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choose to and also estimates are hidden

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right now as well so we can't see those

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at all

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so let's actually

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show this

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and move it to the top

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and collapse tasks

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and you'll note that every time i'm

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making it i'm making a change here this

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little save

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window that pops up quickly that's just

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showing that it is automatically saving

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all of this i'm going to go here and

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refresh to load the new

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changes and there we go

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estimates are now at the top

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and tasks are now collapsed

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but i'm able to click on this

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to reveal

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the data within

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lastly

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as an admin if you have a particular

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layout that you just find to be

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particularly useful you're able to

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make these changes click here to apply

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it to all users and then all the users

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within your account

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will have this setting applied

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hope this helps and let us know if you

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have any questions