Why can I not apply a Layout Rule to a Sales Lead? Last updated : 19th September 2024 Unfortunately, it is not currently possible to apply Layout Rules to Sales Lead records. If you wish to change the layout, you can do this by manually selecting a different ‘View’ while on the record. Continue Reading
Why isn’t the Field showing on the Record? Last updated : 27th July 2024 If the Field is not visible on the Record once you open it, there could be a number of reasons causing this. Please review the possible causes below: Has the Field been created and applied Continue Reading
How to add a Field to a Form Layout? Last updated : 27th July 2024 Here we are going to explain how to add a Field to a Form Layout. If you still need to create a ‘Custom Field’ before adding it to the Form Layout, you can find more Continue Reading
How to share and remove Form Layout views for Users and Groups? Last updated : 27th July 2024 To share and remove access of Form Layout views for users and groups, you will need to check the permissions of the Form Layout in question. This can be done by going to Start > Configuration > Customization > [Select Continue Reading