How do i add a field to the Contact layout?

The Act Contact layout can be modified by users with roles of "Manager" or "Administrator". To add a field to the Contact layout, follow the steps below:

  1. Click the menu Tools > Design Layouts > Contact. This will open up the layout editor and your current layout will be made available for editing. 

  2. When the layout editor loads, click the Field button from the toolbox on the left side of your screen.

  3. Next, click on an area of your layout where you want to place the new field. This will open up a popup window with a list of available fields. In this example, we will click just below the Referred By field.
    Note: You may only add a field to the layout once. 

  4. Select the field from the list and press the Add button.
  5. You may now drag and drop the field or the field label to the position of your liking. 
  6. Once you are happy with the placement, close the Layout Editor window, and press Yes to save your changes.

  7. Once the layout editor is saved and closed, you will see the field on your Contact layout.