Pipeliner Admins can manage how records display in the web app in many different contexts by using the Interface tab in the main Entities menu. The following options are available:

{Entity} Preview - this option allows admins to select which fields, charts and lists should display when, for example, an Account or Contact record is checked in a List View and the right hand panel opens or which fields should display when a user hovers over an Opportunity to use the QuickView.

{Entity} Detail - admins can change which tabs (on the left hand side) and widgets (on the right hand side) display when a record is opened

List View Columns - admins can define - and in some cases, override users' existing choices of - columns that display in List Views

{Entity} Card View - admins can add additional fields to a card view of an entity, for example, when an Account is added to an Opportunity, the fields that display on the Account card can be amended.

The Interface is accessible for Accounts, Contacts, Leads, Opportunities, Tasks, Appointments, Products, Quotes, Projects and Custom Entities although not all options are available for all different entity types.

NOTE: You need to be a Pipeliner Admin to have access to the Admin Module to set up the Interface tab. If you’re not an Admin user, skip to “Re-ordering Detail Tabs and Widgets in the Web App” further down in this article.

Use the "App Switcher" to access the Administration module and then click on Entities. Select the record that you want to work with from Accounts, Contacts, Leads, Opportunities, Tasks, Appointments, Products, Quotes, Projects or Custom Entities. You’ll then see the "Interface" tab ⤵

Admins can edit the fields and list or chart content that appears in a Preview of a record. For example, the Account Preview when an Account is selected from a List View is shown below. The fields that display in the top half of the preview as well as the lists and charts below can all be changed by the Admin ⤵

Select the type of record you want to work with and then click on "Edit Fields" to change which fields display ⤵

You can select a maximum of 12 fields to display in a Preview and the top 6 of the selected fields will display when a user hovers over a record using the QuickView ⤵

Click on "Edit Overview" to change which charts or lists display in the Overview ⤵

Admins can select which "Tabs" should be available and which "Widgets" should be displayed in the sidebars. Users can then choose to reorder the tabs to suit their own preferences or close the sidebar completely.

Click on Entities>{Entity}, then Interface and Account Detail. Choose the Account Type that you want to work with (if you have more than one Account type) and then “Edit Detail” ⤵

On the left-hand side, you’ll see all of the default Tabs for this specific "Record Type". In this article, we're using Account as the selected Entity ⤵

If you want to remove a tab completely for all users, click on the “EYE” symbol to switch off visibility ⤵

To set a default order that will apply for all users for the remaining tabs, grab the tab you want to move and drag it and drop it when you want it to appear ⤵

NOTE: Your users will also be able to change the order of the tabs for themselves in the web app but will not be able to select which tabs to see.

Click on “Save” and then “Publish” your changes to apply them.

On the right-hand side, you’ll see all of the default Widgets for this specific “Record Type”.

NOTE: The available default widgets will depend on which options you have chosen to add to your subscription — you won’t necessarily see the same as those shown ⤵

If you want to remove a widget completely for all users, click on the “EYE” symbol to switch off visibility ⤵

NOTE: Again, your users will also be able to re-order the remaining widgets for themselves in the web app.

Click on “Save” and then “Publish” your changes to apply them.

Your Admin can choose which tabs you should see when you open up a record but you can re-order them to suit your own individual preference.

Open up a record — e.g. an “Account” — and then select the “Customize Layout” button underneath the Tabs ⤵

Grab the “Tab” you want to move and drag it and drop it where you want it to appear ⤵

You can do the same for the "Widgets" in the right-hand sidebar ⤵

The buttons below the tab allow you to:

Close the editor and you’ll be prompted to “Save & Close”, “Discard All” changes or “Cancel” and return to the editor ⤵

You can also “Restore Defaults” to return to the default layout or “Save Changes” to apply your preferences.

Each tab will now show you how many associated records are linked if you were to click on the tab. In the example below, there are 15 Opportunities linked to this Account ⤵

If you click to check, here they are! ⤵

You just need to be aware that the number reflects any filter options that you may select. Here, I’ve chosen to see only those Opportunities owned by me and the tab now shows "5" instead of "15". As soon as I release the filter options, the number will return to "15" ⤵

In Admin -> Entities, for each entity (except Products) where Interface settings are available, there is a new option “List View Columns” ⤵

Clicking on Edit Columns allows the Admins to define the default list view columns for all users ⤵

and, by ticking “Apply to existing users”, in some specific cases, override the existing list view columns for every user in the application ⤵

Click on Entities>{Entity}, then Interface and Account Card View. Choose the Account Type that you want to work with (if you have more than one Account type) and then “Edit Card Visualisation” ⤵

Admins can select a maximum of 8 fields that display in the Card View of the Entity ⤵

This is what it looks like for users in the app ⤵