Identify a customised client record layout and add a field

This article explains how to identify whether you're using a customised client record layout and add a field.

To support new features, Lumary may make new optional fields available for the client record. If you're using customised client record page layouts, you may need to add these fields to those layouts.

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 identify if you're using customised page layouts for client records and how to update them. There is no audio in the video.

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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 add any of the fields listed in the table at the end of the instructions.

To add a field to your custom client records:

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 Page Layout Assignment button.
9. Check the Client record type column 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. Custom layouts may have a name similar to Custom [Unmanaged] Client Layout.
10. Click on the text link of a custom layout to open it.
11. Drag the field from the top palette and drop it onto the desired location.
12. Click on the Save button.
13. This will take you back to the Page Layouts screen. Click on the Page Layout Assignment button and repeat steps 9 to 12 for any other custom page layouts.

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List of optional fields

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

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