In all new detailed cards, you can create any Tabs, Panels and customize their appearance and layout. These can be done by an account administrator and will apply to the entire CRM account. It is also possible to edit some system fields in the editor.
In this article, we'll show you how to customize your record detail. We will use the Product detail as an example.
Detailed card editor
On the record detailed card of selected record types (Account, Deal, Activity, etc.), you need to click the three dots button » Customize window appearance. A window will open where you need to select what you wish to edit:
Edit panels and items
Set default tab
Edit tab order
Let's take a look at all three editing options in more detail.
Basic layout and editing panels and items
Clicking on the first option will open the editor itself. If you already have some Custom Fields in Raynet, they will be in the Custom Fields tab. In the editor, you can work with Tabs, Panels, and individual Fields. If you edit anything and want to go back to Raynet, just click the Exit window editor button. The changes will be saved automatically.
First, create the basic structure of the detailed card in the editor. Here you can Add Tabs and Add Panels into the tabs you have created or into system tabs, Then you can add new Fields to those Panels.
Rename or Delete Tabs, Panels and Fields in the editor. For fields, you can also set the fields as Required fields or view the Field properties dialog box. It is also possible to edit some system fields.
Move the created Panels and Fields to the desired position. Either to the window with Tabs or to the windows on the right, where they will always be visible. Just grab the Panel or Field with your mouse and use the Drag & Drop feature to move it.
In the right part of the editor it is possible to set the order of Panels and Fields.
If you can’t see all tabs or are using Raynet on a small monitor, click the three dots button in the panel with Tabs to view a list of all of them. System tabs that cannot be edited are shown in light grey. At the very bottom of the drop-down box is the Set default tab option.
If you don’t have a large number of tabs and use Raynet on a large monitor, click the cogwheel button to Set the default tab.
Setting the default tab
You can set the default tab on the record detail, that will appear first every time you open the record. To set the default tab, click the three dots button » Customize window appearance » Set default tab.
You can also set the default tab when working in the editor by clicking the three dots button in the panel with tabs » Set default tab. Or the cogwheel button if you are using Raynet on a large monitor or only have a few tabs.
Editing the tab order
If you would prefer to have a custom Tab order, it is possible to set up. This option can be found after clicking the three dots button » Customize window appearance » Edit tab order. You can also Rename or Delete Tabs if they do not contain additional Panels and Fields.
System fields
It is also possible to manage some system fields in the editor. These fields can be removed by clicking on the three dots button, which can be found next to the field itself » Remove field. Using the same button, there is also an option to mark the field as Required. To add the Field again or create a new custom Field, click on the Add new field button. Use the toggle buttons to select the Fields that will be visible.
The final look of the record detail is entirely up to you.