CRM Managing Field Groups

The following procedures will guide you through managing the Field Groups visible in the Summary Information section of the Customer Dashboard within CRM.

Step 1              Log into CRM

Step 2              On the landing page, click on Administration from the main menu

Step 3              Hover the mouse over Setup, and click on CRM Settings

Step 4              Click on the Field Views tab

Step 5              To enable the Field Group to be visible, place a check mark in the box next to the Field Group name

Step 6              To view the fields contained within the group, hover the mouse over the field group name

Step 7              Click the Save button in the bottom right corner of the Field Views page

  Article Reference: CLTX515