When viewing lists of Records, you can manage the fields displayed by using the Layout button.
Within this article we will explore how to use the Layout manager to toggle the information displayed when viewing Companies, Contacts, Candidates and Vacancies.
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Note: the layout manager will open in a pop-up window. If you haven't done so already, please ensure you have permitted pop-ups for your Eploy system. If you don't know how to do this, or you are not able to due to your IT Policies, please contact your local IT support team.
Changing the order of selected fields
The currently selected fields are displayed at the top of the screen, in a dotted outline.
To change the order of the selected fields, simply drag and drop them in to your desired location.
Adding and removing fields
If you want to remove fields from the current view, use your mouse to drag the field down to the Other Fields section.
To add fields to your view, use your mouse to drag a field from the Other Fields section and up to the Selected Fields section and in to your desired location.
The different colours of the fields indicate that the fields are on different tabs within the Record, or are custom questions created specifically for your system. This is to help you identify the field, based on where in the system the information is stored.
When you have finished making your changes click Save and Close, then wait for the page to refresh. Once you have done this, the list view will have updated to reflect the changes you have made.
Copying another user's layout
In addition to dragging and dropping fields around, you can also copy the view of another Standard user.
At the bottom of the Layout pop-up window is a Copy Settings from User section.
Select the user whose settings you wish to copy from the drop down, then click Save. This can be a great way to ensure that your team are looking at the same information & working from the pages.