Editing screen layout

  1. Click <My Profile> | Administration | Customization | Primary Entities / Secondary Entities |  <Entity> | Screens and click the screen you want to customize.
    Alternatively, use Inline customization of screen.
  2. To add a new field to the screen, add the field to the list of Screen Contents.
  3. To change the position of an existing field on the screen, select the field in the Screen Contents list and use the up and down arrows to reposition it.
  4. To position a field on a new line, change the on-screen position of the field.
  5. Click Update.
  6. Click Save.