Edit the Add lead page Layout

Trent B. shared this question 2 hours ago
Answered

Is there a way for me to edit the lead section on my add/edit lead page. I'm talking about the actual lead on the backend. i would like to make it more condensed and easier to access everything instead of having to scroll so much to find things. is that possible?

Best Answer
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The concise view setting (under Settings -> General Preferences, or Workers Profile) allows the customer, venue, inventory, and total sections to be combined when viewing/editing an event. Setting it in General Preferences will affect the admin login only. For workers, you can set this up in their worker profile.

3ab1e5c8e9a196b1cb8df965414d37b1

b1bc99f08a1c0836349934c1f7c4af70

Getting everything onto one screen requires abbreviations and smaller input boxes.

Comments (1)

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1

The concise view setting (under Settings -> General Preferences, or Workers Profile) allows the customer, venue, inventory, and total sections to be combined when viewing/editing an event. Setting it in General Preferences will affect the admin login only. For workers, you can set this up in their worker profile.

3ab1e5c8e9a196b1cb8df965414d37b1

b1bc99f08a1c0836349934c1f7c4af70

Getting everything onto one screen requires abbreviations and smaller input boxes.

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1

thank you. that was exactly what i was looking for. fast and easy.

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1

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