Identify a customised page layout and add a field

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

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

We've used the client record layout in our examples, as this is one of the most commonly customised layouts in Lumary. You can apply the same steps to other objects and customised layouts. We've listed recommended updates to align to Lumary releases in the table at the end of the article.

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. The same process can be applied to records on other objects and other record types. 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. The same process can be applied to records on other objects and other record types. 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 a custom client record:

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 customised versions of the page layouts listed. It also lists the minimum version of Lumary CM required for the fields to work.

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