The editing of a field is done within the selected relation or activity within the Configuration page.

1. Go to Configurations.

2. Select the relevant relation[DR1] or activity for which you wish to edit a field.

3. Click on Manage to view all available options for the fields in this relation or activity. - Here, you can hide, filter, edit and group fields.

1. Locate the field you want to hide.

2. Click on the Hidden button next to the field. The field will immediately disappear from the customer’s card.

3. To make the field visible again, repeat the same process and click on the Hidden button once more.

Fields that are either list boxes or connections can be filtered to enhance user convenience.

1. Click on the filter button in the filter category section.

2. Click the plus button to add a new filter.

3. Choose a filter type. For example, select the Comparison filter to compare field values.

4. Set up your filter criteria by selecting the group or attribute for which you want to filter and click on Save.

For example, we select the relation of Customers with the field of Account manager. Here, we will filter for all employees with a Position (the comparison value) which is equal to Account manager. [DR3]

When saved the filter will now apply, showing only the entries that meet your criteria—for instance, only employees with the Account manager role. These filtered results display instantly.

Note! The filter symbol turns pink to indicate that a filter is active for this field.

You can group related fields together to make data easier to organise.

1. Select Groups within Fields.

You'll see system-created groups already available. These are here to assist and give the user a head start.

2. To create a new group, click on Add Field Group.

3. Fill in the missing details and click on Save.

4. Return to the Manage tab in Fields.

5. Add the relevant fields to the newly created Field Group for better segmentation.

The Field Groups will now be displayed on the respective relation or activity card, along your grouped data.

1. To show a group in expanded view on the customer card, select Expanded by clicking on the slider button. For a condensed look, deselect Expanded.

The expanded view can also be filtered.

2. Click on the Edit icon besides the Expanded slider button.

3. Filter the expansion criteria for the selected Group of fields, as done previously for the Creating a Filter section above. The filter symbol turns pink to indicate that a filter is active for this field group.

4. Adjust the visibility of the grouped fields within the selected relations or activity card (a Customer card, for example) by following the same steps as previously explained in this article for filtering.