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Changing Your Detail Page Layout

Your administrator determines the type and order of the related information that appears on each Detail page. Related information shows the different records, such as notes or activities, that can be linked to the selected record. For example, notes and activities are related information that can be linked to opportunities or contacts.

You can change the order of the related information or hide any related information that you are not using. Changing these settings affects only your view of the application.

To edit the layout of your Detail pages

  1. In the upper-right corner of any page, click the My Setup global link.
  2. In the Layout Personalization section, click the Personal Layout link.
  3. In the Personal Detail Page Layout section, click the Layout page link whose detail page layout you want to change.
  4. Move the sections (content) you want to appear from the Available Related Information area to the Displayed Related Information area.
  5. In the Displayed Related Information area, move the sections up or down until they show the order you want.
  6. Save the record.

NOTE: From your Detail pages, you can also edit the page layout by clicking the Edit Layout link in the upper right corner. Clicking the Edit Layout link takes you to the edit layout page for each tab.


Published 05/11/2007