Is there a way to hide fields?

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Rocky Ahmann

• June 12, 2024 21:10

Most CRM's will allow you to hide fields.  Can salemate do this?  Don't think I need the name and title listed twice on a contact.  

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  Team Salesmate

  • June 13, 2024 06:33

  Hi Rocky,

   

  You're absolutely free to modify the layout according to your liking. During this process, you'll need to choose the record details widget, which by default has all fields selected. You can then select the 'selected field' option and include only the fields you need. For instance, you can remove the first and last name fields from the list, making them invisible.

   

  However, please be aware that any changes made to the default layout will affect all users. If you prefer, you can create a custom layout for your own use. I've included a brief video for your reference: The Video

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