How to Manage Fields and Layouts

Repbox offers a set of default fields. The Layout Editor feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks.

V7 Instructions

Option 1: Through Settings

1. Click the orange icon (or your profile image) in the top right corner of the screen and select CRM Settings

2. Under Module Management, look for Module Layouts & Fields

   

3. Use the module dropdown in the top middle of your screen to select which module you'd like to edit

Module Options

• Detail View Layout — Shows all active fields and blocks within a module (you can view hidden fields by clicking the “View Hidden Fields” button
• Relationships — Shows available relationship modules connected to the module you are viewing
• Duplicate Prevention — Allows you to enable a duplicate check based on specific fields of your choosing as well as what action you’d like to take when a duplicate is found.
• Search Settings — Allows you to set which fields you’d like to be able to search in the global search bar at the top of the screen. If no fields are selected, it will use the fields from the “All Opportunities” view (or whichever module you are referencing)
• Summary Widgets — Allows you to enable/disable standard widgets within a particular module as well as the ability to create new widgets based on the Relationships to that module
• Related Tab Fields — Allows you to select which fields (and sequence) you want to view in a related module. I.E. when viewing an account, you can see a select number of opportunity fields in the related list.

Option 2: Through the Module List View

1. From the module you are wanting to make a change, click the 3 dots on the right side of the screen next to “Add Opportunity” (or whichever module you are currently viewing)

2. Select Opportunity Fields & Layout

   

3. Here you will find a list of all fields that are currently active in the module along with some of the primary properties of each field (Mandatory, Quick Create, Mass Edit, Header, Key Field, Related Field, Quick Edit)

Adding Custom Fields