⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
Applies to: R4 Version
- View any contact record
- Click the "gear" icon to Edit the Layout
- Add/Remove the fields you want to display on the left hand side while viewing a Contact Record
- Click "Save"
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