How can I edit the “About this contact (default)” card so that all contacts display properties in the same order? It seems th…

Hi @HistoryTrust , This can be done in the record layout editor: Customize records You can access this easily by moving the …

Thanks. After some trial and error I edited the Default view for my contacts. HOWEVER, the view for individuals in the left p…

hi @CDuPaul when you finish editing the default record view the screen will ask you if you want to update the changes for e…

Hi @HistoryTrust this could happen when a user has personally modified the view thats because what they change will prevail…

Hi @HistoryTrust you can personalize that section for all users if you are a superamin in your portal. If you are already i…

Edit Contact Card?

Smart CRM & Sales Hub CRM

CDuPaul September 5, 2024, 6:14pm 5

Hey there. I’m looking to do the same thing you mentioned. Would you be willing to share how you performed the override? Any details and steps you could provide would be greatly appreciated.

Thanks!

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Edit Contact Card?

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