Administration

Design

Changing The Screen Design

The Screen Designer allows you to add, remove and configure, fields, sections and pages on most item screens.

Configuring Fields

Fields can be configured to suit your business requirements. Fields can be made mandatory, set for de-duplicating, you can determine which user/team the field should be visible to, which fields are sensitive/personal (for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘). You can configure Drop Down options (see ‘Amending Drop Options‘) and create Highlight Rules.

Setting Fields Defaults

Defaults can be set for certain fields in the system (Text, Numeric and Checkboxes) through the screen design tool.  Doing so will allow systems to be configured with certain options pre-filled by default (for example whether to default contact preferences “on” or “off”).
Watch our web clip to see how to add and configure fields:

Tip

Tip: The Screen Designer is drag and drop, all fields and sections can be easily moved to different places.

Add Field Group

Watch our web clip to see how to add field groups:

Add New Pages

New pages can be added and deleted from Items and pages can be configured and reordered.

Watch our web clip to see how to add pages:

Adding Sections

Watch our web clip to see how to add sections:

Set Team Visibility And Rules

Pages and Sections can be configured, to only be visible to specific teams and users.

Tip

Tip: You can set rules so that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer.


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