How to customize and edit fields and layouts

Repbox offers a set of default fields. "Fields and Layout Editor" feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks. The fields you create are accessed by all users across your Repbox account, unless you've defined permissions through Profiles.

With Repbox being a fully customizable and user friendly system, there are generally two ways to add or edit fields. Each option is easy and straightforward!

Option 1: Through Settings

Click the "Gear" icon in the top right corner

https://lh6.googleusercontent.com/cog71BgI9J5h4ao8QAM2YHMEW5FJAaPsagE-8u_TuMamGkLeHeSEmRm3y8VtiAiccxjDHDTyub6nl0JBifmscAu8PcIDaiwxHmdQHD0o3KauAOKe-SDxCy9z7SwgN9D71PrjWfmu2dJ4yZkjAtICHPk

Click "CRM Settings" from the drop down options provided

https://lh5.googleusercontent.com/Adfd8PIT0gaJt8txnQWC9CZqLLXqRwDULkVH-zdJ1jphOY7wwUe2RWNjHJ-7cciVSsnviVe3cW1G5mDDa04W993QCUihbfjSlcFwRp5RLh7CYX4KVGQe6_pVQS-XgsSrsDkC4I9ZVZKGP_6-gbEAG_Y

Look to the left of the window, there will be a drop down list labeled "Studio"

When the drop down list populates, click "Edit Fields"

(You can click on the "thumbtack" option to the right of the "Edit Fields" label to add a shortcut to your home screen

https://lh4.googleusercontent.com/ok5OINQFBa90esaZeuNaDk0aOPkKc94mwIY0Z_TLAjO4WtV86qOVV5SQ8gHEPVS2sryRAwxNClukmmbsmx_M_WBOWD5K_Ul49kauQm04_bIb02dONgsprpG8Oi1Mwm57EyXhkSC2zeRMsn7iZGOOvwU

When "Edit Fields" is selected, the window will load the following screen. To the right, there is another drop down menu that populates as "Opportunities"

This drop down can be changed to whichever module you desire to edit fields in

https://lh5.googleusercontent.com/LTarwzsQvpCwY1OVDTLOLtmcM7QFdqEMv_N0vHy-x4_jckFuYS24p1IicEVm5dHOg3kLz4XID8hITaA6mOyKbjoO5PK1Z9xMZVmOxtnJpt_Bon8-Z-EzfB3p5dy-lRfT25X6GnACxcz6qYs6S9HxmQI

Option 2: Through Corresponding Module

Click the desired module in the headings bar, for example "Opportunities"

(You many need to select "All" on the headings bar to access the module(s))

https://lh6.googleusercontent.com/ugqLSNj_O_dChV4o68xBBafnNfJRACcd8qxZYKc7euPm0gAbjdp7kufF0pdPGI7_uhJGnScb2-CBIyDN8tIjIMcaB3QFg7BuJdWNlt12_-gz5VVQkY2G243mHGU_fgr7W0UPjeIOJRA3qK0zJ093sKU

https://lh5.googleusercontent.com/f0rjsM1Be7Io4V-g6CnSYg4ir07LKLcb-Y0npc1o4iuvhADgbxkx0LqRuhHWM4WnPTpzv3qMn2bZ_Hp4vqXvL6Xd8a52c2limuwKxPI48-JcFgxlVCvwINrrvoVY9Ret8C2lXWm7kifN9HGvbtVchAo