The Configurable Details Layout feature lets you decide which fields appear on your profile pages in Pipeline CRM — for Deals, People, and Companies. You can organize the information you see, hide unused fields, and highlight what matters most.
This feature helps you create a cleaner, more focused profile view by allowing both admins and users to:
- Show or hide fields to keep pages focused.
- Reorder fields by importance using drag-and-drop.
- Streamline layouts for different teams and processes.
To configure:
- Go to: Settings → Data Entry → Profile Page Layouts.
- Set edit options:
- Enable Edit Mode by default for all users.
- Allow users to toggle Edit Mode.
- Allow users to change field order.
- Choose a profile type: Deal, Person, or Company.
- Add or remove fields: Click the Columns icon to select which fields appear.
- Hide fields: Click the Eye icon to hide fields from the layout.
- Reorder fields: Drag and drop to arrange.
- Save: Click Save to apply changes across all users.
User Customization If allowed by your admin, each user can personalize their own layout. To customize your view:
- Open any Deal, Person, or Company profile page.
- Click the three dots in the upper right corner of the tile and select "Customize sections".
- Add or remove fields, or drag and drop to reorder.
- Click Save.
Your layout changes affect only your account.
Need help? Contact us at customercare@pipelinecrm.com