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!
Guide : Shape my record views columns
CUSTOMIZE RECORD VIEWS COLUMNS
The standard Sugar display of the record view is based on a 2 columns layout. Shape my Sugar allows you to change this layout by changing the number of columns displayed.
The configuration of the field position selection screen is accessible in the administration panel:
DEFAULT SETTING SCREEN
The parameter of the number of columns to be displayed is present on the screen:
Note: This setting is then coupled with the forced display of fields, for example with the text necessarily above in case of 3 columns.
Validate by clicking on the "Save" button.
Example with the following setting: Number of columns: 3 & Position of forced field texts above the field
CUSTOMIZABLE EXCEPTIONS
The default display can be overloaded in order to customize the display as best as possible according to the data to be displayed.
This screen is used to define the number of columns displayed per module and per panel. It is thus possible to perfectly associate the reading of the data with their content.
Adding a specific display is done by adding a line and then choosing the module/panel pair. After, fill in the specific column number then save.
Examples :
Saving Comment...
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