by synolia

ShapeMySugar is the module you need to convince your employees to use your CRM. Thanks to this module, you are able to customize many elements of your application so that your team can make it their own and identify your CRM as a new coworker. You will be surprised at the improvement of the user experience!

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Guide : Shape my field name placement

CUSTOMIZE FIELD NAME PLACEMENT

The configuration of the field position selection screen is accessible in the administration panel:

Shape_2022_10_field_1.png

The logged-in user has the possibility to choose the position of the field in his profile: above or beside.

Shape_2022_10_field_2.png

However, if the administrator does not wish to offer this possibility to users, the Shape My Sugar module allows to block this functionality.

SETTINGS SCREEN

Two parameters are present in the screen: Force field names to be displayed & Apply to Administrators

Shape_2022_10_field_3.png

Note: The module does not remove the customization option in the profile. However, if the position is forced then the change will have no effect and the administrator's choice will be reinstated.

FORCE DISPLAY OF FIELD NAMES

This option allows you to choose to let the users customize the position of the fields or to force the position:

Shape_2022_10_field_4.png

APPLIES TO ADMIN USERS

This option allows you to choose to let the administrators choose or not the position of the fields. This can be used, for example, to test displays by an administrator without impacting users.

Shape_2022_10_field_5.png

Validate by clicking on the "Save" button.

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