Customising the User Layout

Adviser CRM allows you to customise the layout where you fill a user's details. Usually, while adding a user in Adviser CRM, you will be prompted to add basic information such as name, email address, role, profile, etc,. You can customise this default user layout to include details specific to your organisation's users such as employee ID, department name, date of joining, team name and so on. Yon can also make the certain fields mandatory. 

Availability

Add custom fields

To add custom fields to the user details page

1. Go to Setup > General > Users and Control > Users.
2. Select the user you want to edit from the list of available CRM users and click the Edit icon.
   
3. In the Edit User form, click the Manage fields link. Currently, you can only view the default fields available for adding the user's information.
   
4. Now edit the existing user's layout in the Manage Field Users page. This consists of a form builder, where you can edit the layout. Drag and drop the necessary fields and customise your form as per your requirements.
   
5. Click Save Layout.
6. Refresh the Edit User page and enter the required user details in the new layout and click Save.
   You can now view the updated layout in the Users page.

Manage custom fields

You can set profile permissions, make custom fields mandatory or delete the unwanted fields whenever you require.

To manage custom fields

1. Go to Setup > General > Users and Control > Users.
2. Choose the required CRM user and click Edit icon.
3. Click Manage fields. You will be redirected to the Manage User Fields (Layout Editor) page. All the existing and custom user fields will be displayed.
4. Choose the user custom field that you require in the layout editor.
5. Choose Mark as required option to mark the field mandatory.
6. Select the Set Permission option to set profile permissions as per your requirements.
7. Choose Edit Properties to edit the name and other properties of the custom field.
8. Click the Delete icon to remove the field.
   Please note that, the field you removed from the layout will be moved to the Unused Fields section. You can reuse it, whenever required. To permanently delete this field, you need to delete it from the Unused Fields section as well.