Add a field to the default client record layout

This article explains how to add a field to the default client record layout.

To support new features, Lumary may make new optional fields available for the client record. To make these fields available, you'll need to add them to the page layout.

The instructions in this article include:

• a step-by-step video
• step-by-step instructions, and
• a list of optional fields.

Step-by-step video

The following video provides an example of how to add a field to the default client record page layout to enable optional functionality. There is no audio in the video.

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Step-by-step instructions

The following instructions explain how to add a field to the default client record page layout. These steps can be used to add any of the fields listed in the table at the end of the instructions.

To add a field to the default client record layout:

1. Click on the cog setup icon.
2. Select Setup.
3. Click on the Object Manager tab.
4. Click in the Quick Find search field.
5. Type contact.
6. Click on the Contact object name text link.
7. Select Page Layouts.
8. Click on the Client Layout page text link.
9. Drag the field from the top palette and drop it onto the desired location.
10. Click on the Save button.

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List of optional fields

The following table shows fields that can be added to the client record page layout. It also lists the minimum version of Lumary CM required for the fields to work.

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