How to Customize Module Record Layouts

This controls the layout of fields on the main detail page for a record (e.g., when you open one Company).

1. Navigate to Settings > Customizations.
2. Select a module (e.g., Companies).
3. Click the Record Layout link.
4. The editor will open, showing the current Layout on the left and Available Fields (including your custom fields) on the right.
5. Drag and drop fields from the "Available" list onto the "Layout" area to arrange them.
   
   If you need a custom field that isn’t listed, consult the instructions in the How to Add New Custom Fields to a Module
    
   
6. Click Save.