Creating a Custom Tab for the Person Detail Page creating-a-custom-tab-for-the-person-detail-page

If you find yourself looking for a specific set of fields in the person detail over and over again, consider creating a custom layout to make things easier.

  1. Go to the Admin area.

  2. Click Field Management.

  3. Click the Custom Layout Designer tab.

  4. Find a field you want to add, then drag and drop it into the canvas.

  5. Continue adding fields until you have the layout the way you want it.

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    You have two columns to work with.

    If you decide you want to remove a field, right-click the field you want to remove and click Delete.

    Awesome work! Now when you load a person’s details, you can use your custom layout to access the information important to you.