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Editing the Layout of the Members Summary View


The Members Summary view has an editable layout so end users can arrange the view information to meet their needs.

To edit the Members Summary view layout

  1. Navigate to Members > Summary view.
  2. Click Edit Layout.
  3. In the Edit Layout form, make changes by clicking the different controls that appear on each list or form.

    For more on edit layout controls, see Fundamentals.

  4. Click Done to register the changes and return to the Members Summary view.
Siebel Healthcare Guide