Alexa Best Small and Medium Business CRM Software - ConvergeHub

How to organize layouts for custom fields?

In ConvergeHub, you can organize the layout of each custom field as per your requirement. The steps to do so are specified below:

  • Click on Account Settings.
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  • Click on Custom Fields under the App Setup section.

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  • Click on Organize.
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  • Choose the module name from the dropdown list.
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  • Click on the available tabs to see the existing position of the custom fields present under them.
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  • Drag the custom fields to change their position.
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    Example: in the above-given screenshot, custom field ‘valves’ is in the right panel that can be moved to the left panel by dragging it (as shown in the top image).
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  • Click on Save to complete the changes. Or else, click on Cancel.
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