This feature allows users to customize record field display order based on the information priority user would like to set in record as required.
- In the lead module, Go to settings , to change display fields.
- In Display fields users can select from the drop down list for the First field, Second field, Third field .
Allow module access
Admin users are allowed to change the primary order of users record display fields,
for ex. Set First Field like First Name, Phone number, company … in record information display , likewise set Second Field, Third Field.
The Display field settings are accessible using the following path :
- Go To Settings > Other Settings > CTMobile Settings > General Settings > Fields Configuration.
- Refer Display Fields Configuration.
- Select the module such as leads, contacts, organization, calendar, etc..
- Select User admin would like to change display field order.
- Select for First fields, Second fields, Third fields for display order and save.