Create a seamless and consistent experience for your entire team with the Manage Layout feature in Smackdab! Think of yourself as the architect for your branch's CRM, setting up the perfect blueprint for how information is displayed.
This powerful tool allows you to define the default layouts for all your key CRM pages, from deal pipelines and contact details to QuickLook cards and editing forms. By creating a standardized view, you can streamline workflows, boost efficiency, and ensure everyone on your team sees the most important information first.
Ready to Build Your Layout? Here's How:
Setting up a consistent look and feel across your branch is straightforward:
Navigate to Settings from the main menu.
Click on Branch, and then go to Branch Settings.
In the Branch Settings section, find and click on the Manage Layout area to start customizing.
Please note: Only users with the necessary access permissions can design these branch-level layouts.
Configuring Your Default Layouts
In the Manage Layout section, you can set the standard view for all of your essential CRM records. For each entity, you can choose between the Smackdab system default or select one of your own saved custom layouts.
Establish your branch's standard for:
Deals: Customize the layout for the detail page, add/edit forms, QuickLook card, and pipeline view.
Company: Set the default layout for the detail page, add/edit forms, and QuickLook card.
Contact: Define the standard layout for the detail page, add/edit forms, and QuickLook card.
Activity: Configure the default layout for the detail page, add/edit forms, and QuickLook card.
Custom Entities: Set standard layouts for any custom entities you've created, including their detail pages, forms, and QuickLook cards.
These settings provide a clean and uniform interface for everyone in the branch, making training easier and daily use more intuitive.
Empowering Personalization: A Win-Win
While you're setting a consistent standard for the branch, we believe in empowering individual users too!
Every team member retains the flexibility to tailor their own view to match their personal workflow. They can easily adjust their layout preferences through their Personal Settings page.
This approach gives you the best of both worlds: your branch benefits from a unified and streamlined default experience, while each user is empowered to arrange their workspace in the way that makes them most productive.