I’m interested in the ability to rearrange the fields and associations shown during record previews. It would be ideal if we could customize which fields are displayed, but simply having the option to reorder categories would be incredibly useful. For instance, we consistently need to review the deals associated with a contact record (and vice versa), yet the associated deals section is currently buried at the bottom of the preview tab.
Hi there! I’m the PM for the CRM Record, and I just wanted to let you know that this has been delivered. Similar to the Page Editor for a Contact record, you can access the Page Editor for the Preview Sidebar. Settings > Data Management > [select object] > Preview Customization. From here, you could select the view that you’d like to edit and then reorder the cards, remove the ‘About this…’ card, add a new ‘Card’ with new properties, etc. Hope this helps!