This article explains how to identify whether you're using a customised client Lightning record layout and remove tabs that are no longer supported or required.
When features are updated or improved, Lumary may remove tabs that are no longer required from the client record. If you're using a customised Lightning client record layout, you may need to remove them from the Lightning record's page layout.
We recommend that these types of changes be applied by system administrators with a good understanding of managing a Salesforce environment. If you’d like to engage Lumary to apply these steps on your behalf, please reach out to our Customer Success team to request a quote.
The instructions in this article include:
Step-by-step video
The following video provides an example of how to identify if you're using customised page layouts for client records and how to remove a tab. There is no audio in the video.
Step-by-step instructions
The following instructions explain how to identify if you're using customised page layouts for client records and how to update them. These steps can be used to remove any of the tabs listed in the table at the end of the instructions.
To remove a tab from a customised Lightning client record layout:
- Click on the cog setup icon.
- Select Setup.
- Click on the Object Manager tab.
- Click in the Quick Find search field.
- Type contact.
- Click on the Contact object name text link.
- Select Lightning Record Pages.
- Click on the View Page Assignments button.
- Click on the App, Record Type, and Profile tab.
- Check the Client record types to see whether you have custom layouts assigned to Lumary profiles, for example Lumary - Advanced, Lumary - Basic or Lumary - Standard, or your System Administrator profile.
The default Lumary Lightning client record page is named Client Record Page and cannot be changed by a system administrator.
- Click on the text link of your custom layout name.
- Click on the Edit button. This button will only appear on customised Lightning record pages. It won't appear on the default Lumary Lightning client record page, which will only show the View and Clone buttons.
- Click on section containing the tab you want to remove.
- In the Page > Tabs panel on the right, click on the X next to the tab you want to remove.
- Click on the Save button.
- Once the page has saved, click on the white back arrow on the blue background to go back to Setup. Repeat steps 11 to 15 for any other custom page layouts.
List of tabs
The following table shows tabs that have been removed from the client record page layout. It also lists the version of Lumary CM from which the tabs were removed.
| Tab | CM version |
| Files | 22 |