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Contacts - Editing Contact Record Panels
Authored by: Uzoma Onuoha
on 6/26/2024 2:29:00 PM

Introduction

There are different option to customize the contact record panels.  Perhaps you would like to see the panels in a different order or not see a particular panel all together, you can do so easily.

Instructions


To rearrange the order of each contact records, navigate to the contact record and click on the arrow up or arrow down icon on the top right of each panel to move it up or down based on your preference.

To remove a particular panel all together, click on the "X" next to the arrow icon 




If you clicked on the "X" to remove the panel, you may choose to restore the panel at a later time by clicking on the "Go To" Tab and selecting the tab that was removed










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