Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page, customizing related lists, search layout and the list views.
The option to Organize Page details, is available in each module and helps to change the order of the related list views. Additionally, you can show or hide some of the related lists as per your organization's requirement using this feature.
To organize page details
Assign and Create Records
You can assign existing records or create new ones and associate them to the appropriate related list from the record details page.
To assign a record
Go to the module and select the record.
Select the appropriate related list.
Click + Assign.
You can create New records by clicking +New.
Select the records from the popup.
Click Next.
To create a new record
Click + New [Module] button.
Enter the details in the Quick Create: [Module] page.
Click Save.
All the selected records will be displayed, you can select more if needed.
Click Confirm.
Edit related list
Editing related list allows you to dissociate existing records or add more records if required.
To edit related list
Go to the module and select the record.
Select the appropriate related list.
Click Edit.
In the Assigned [Module] popup, do the following:
Hover over the record you want to remove and click the remove icon.
Give your confirmation in the popup.
Click Remove All to remove all the associated records.
Click Add More and select the records you would like to add.
Click Next.
All the records that you selected will be displayed. You can go back and select more if required.
Click Confirm.
To customize existing related lists
The Search Layout helps you customize the field values that you want to view in search results. For example, when you search leads by name, you may want to view the values from the email, phone, lead type and lead source fields. You can select just these in the Search Layout. A maximum of 10 fields can be selected.
To customize search layout
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