The Layout Editor enables the admin to designate the display location of fields within a module in an order that makes the most sense to the user. Through Layout Editor, the admin may create new sections or
blocks, and move and organize fields within those blocks.
To access Layout Editor, go to the Admin Settings tab and select Layout Editor from the Studio section.
To view a particular module within the Layout Editor, select the module from the dropdown menu: ‘Select Module’. The page will then display the blocks and fields in the same way that they appear in a
module record.
*Vantage CRM Enterprise: due to different field permissions based on profile, layout will often include additional fields that are not visible to users in certain roles.
Creating and editing new field blocks