Why Customize?

• Reduce clutter: Remove system or custom field groups that aren't relevant.
• Personal focus: Highlight sections that support your unique workflow.
• Clean look: Streamline your view for faster navigation and better productivity.

How to Edit Your Profile Page Layout

1. Open a profile page: Navigate to any record’s profile page.
2. Start editing: In the top right corner, click the Actions button, then select Edit Layout from the dropdown.
3. Rearrange sections:
   • Click and drag the arrows to move a section to a new spot.
4. Hide sections:
   • Click the eye icon next to any section you want to hide.
   • When you do, a prompt labeled “hidden” will appear, confirming the section’s invisibility.
5. Save your changes: Click Save to apply your new layout.

Editing the Dashboard Layout

• Click the Edit Layout icon in the upper-right corner of your dashboard to enter editing mode.
• Follow the same steps above to rearrange or hide dashboard sections.

What to Remember

• Your changes are personal: Customizations only affect your user view. Other users in your account will not see your changes.
• Flexible & forgiving: You can update your layout as often as you like—so experiment until it feels just right!