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Status Already exists
Categories Features
Created by Mary McKenna
Created on Nov 13, 2020

Add a Description tab to the first screen of the new record format

The description at the top of the record under the Created by... text really doesn't make sense in your new tabbed format. Should be right there in the tab lineup.

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  • Mary McKenna
    Reply
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    Nov 23, 2020

    Nathaniel thank you! This worked perfectly.

  • Admin
    Nathaniel Collum
    Reply
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    Nov 20, 2020

    Thanks for sharing this idea. This might not be exactly what you're asking for, but I wanted to make sure you knew that you can make the "Description" field it's own tab.

    To do this select a record:

    1. Click ... > Edit custom layout

    2. Drag the description field down to its own tab

    3. Click "Save"

    See attached gif. I hope this helps!