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Customising CRM Records Based on User Dictionary
Customising CRM Records Based on User Dictionary

This article outlines how to customise CRM records based on User Dictionaries within the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

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. 

  • You'll need CRM Admin rights in order to follow the steps in this article

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 Default Dictionary 

To edit a particular User Dictionary view, click on the 'Default Dictionary' drop-down in the top right-hand corner and select the required dictionary. 

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

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