Customization

The visibility settings make sure that the most relevant information is displayed in each object's page, and can control the visibility of any component, form section, or field.

By using field references, you can access data from specific records and use it somewhere else in the system. Field references are primarily used to personalize emails and fill in values for automations.

Forms display an object’s fields, while a form’s sections help you organize them by category. Learn how to add, edit, move, and set the visibility of forms, sections, and fields.

Using the stream you can easily document and share information about any record. Create and edit notes, tasks, emails, files, and more.

Page components allow you to individualize and customize your page layouts so you can easily and efficiently display all the information you need. This article explains how to define and use the various page components.

Page layouts allow maximum customization of each page according to every user’s specific role. This article explains how to create a new page layout, edit an existing page layout, assign page layouts to specific roles, and more.

Use record templates to easily create and send out documents which include details from each individual record. You can then download these templates or send them directly from the system to be signed digitally.

By sending e-Sign requests directly to clients, you can easily get important documents like contracts or health declarations signed in seconds.