Layout Manager Utilities>Layout Manager

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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).

 


Key Concepts

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.
For more information on using the Layout Manager, follow this link: More on Working with the Layout Manager.

Additional Toolbar Options

Aside from the standard toolbar options this applet has the following options:

Copy System Form - When selected, the Layout fills the selected Form with the default layout of the specified applet.