Overview
The Layout Manager gives you the ability to customize the layout of all master file applets (Clients, Contacts, Employees, Firms, Opportunities, Projects and Vendors). With the Layout Manager, you have the ability to require that additional information be entered before you save, change the order and appearance of any tab (i.e. font color & size, location of sections, etc.) and incorporate UDF’s into any tab. Click here to learn more about the Layout Manager. Please note that customized layouts are similar to customized reports in that they are not covered under support agreements.
