This article provides an introduction to the different approaches that may be required to change a client record page layout.
For some features, Lumary provides optional client record fields. To use these fields, a system administrator may need to add the field to the client record page layout.
If you're new to Salesforce, you may benefit from working through some of the training material listed in our help and training resources before tackling these changes.
Client record pages are also one of the most commonly customised parts of the Lumary system. This means system administrators may need to check whether they're using a customised client record page to give users access to new fields. You may be using a customised version of the client record if:
- you spot a new feature in our release notes that isn't appearing on your client records, or
- you make a change to a client record page layout that doesn't appear for your users.
We've put together the following user guides to show you how to:
- add a field to the default client record layout. This is the default client record layout that comes standard with Lumary CM.
- identify a customised client record layout and add a field. These are customised client record layouts that may have been developed and assigned by your system administrator or during your Lumary implementation, and
- identify a customised Lightning client record layout and add a field. These are customised Lightning client record layouts with customised Lightning components. They may have been developed and assigned by your system administrator or during your Lumary implementation.