Different teams within your business may need to see different information within the CRM. You can differentiate users into their corresponding teams using User Dictionaries. For more information on how to add users to particular User Dictionaries, take a look at our article. Using these Dictionaries, we can customise CRM records to display different fields.
Preqrequisites
You'll need CRM Admin rights in order to follow the steps in this article
Please note: The restrictions mentioned in this section apply only to the Prospect CRM user interface. They do not affect data accessed through the API. If you are using API integrations or external applications, please ensure that appropriate access controls are implemented as needed.
Step 1: Open a Record
Firstly, open the record you wish to change the layout of and click the three dots, as featured in the below screenshot of a Contact:
Step 2: Customise the Record
By choosing the 'Customise' option, the Contact record will be shown within an edit view, displaying all of the fields on the current Contact record within their relevant groups. E.g. the Contact Name and Phone Number is displayed within the 'Details' group.
Step 3: Select the Dictionary to Customise
To edit a particular User Dictionary view, click on the dictionary drop-down in the top right-hand corner, next to the preview button, and select the required dictionary that you would like to edit.
Now that you have selected the required Dictionary, you can continue customising the record, and these changes will only be available to those within the selected User Dictionary. For more information on how to use the Customiser, take a look at our article.