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How do I Customize List Layout in the Opportunities App for Mobile CRM?
Updated on July 28, 2017 12:12AM by Admin
Using this feature, one can customize the layout of the tabular view of the Opportunities App according to their business requirements.
Imagine a scenario where rather than the general default layout, if you could modify the format as indicated by your business necessity. Surely, that would be more effective!
Note: This customization is supported only in the web-version, which will get reflected immediately in your mobile device.
Steps to Customize List Layout in the Opportunities App
- Go to the Opportunities App in the web-version.
- Click on “More (...)” icon -> “Settings” -> “Customize App” -> “List Layouts” -> “Mobile”.
- Click on the “Create” button to create a new layout. Select “Blank Layout”.
- Enter the name for the layout.
- Drag and drop the preferred attributes from the “Palette” section found on the right panel.
Note: You can add up to 6 attributes in “Default” and 10 attributes in the “Additional” section) - Click on “Save”.
- Now, click on “View” option from the left menu.
- Under the “Mobile Layout” column, select the above customized layout from the drop down for all the views.
- The views will be updated automatically.
- Now go to the Opportunities App from your mobile. The configured attributes will be displayed in the mobile list page and quick view details.
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