Editing a Summary View Layout

Using the Edit Layout view, users can restore hidden lists, collapse or expand all lists, move lists or forms up or down on the page, or revert to the default layout. The edit layout buttons, described in the following table, allow users to change the way a summary view appears and to apply those changes to future sessions.

Button Description

Collapse

Collapses the list or form.

Expand

Expands the list or form.

Move up

Moves the list or form up on the home page.

Move down

Moves the list or form down on the home page.

Show

Displays the list or form on the home page.

Hide

Hides the list or form from view on the home page.

For more information on available summary views, see Viewing a Contact Summary (End User), Viewing Company Summaries (End User), and Viewing Household Summaries, and Editing the Layout of the Members Summary View.