This article covers:

Overview

It is now possible to change both the Tabs that display when a record (Account, Contact, Lead, Opportunity) is opened in Pipeliner as well as the content of the sidebar panel.

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

Each tab will display a count of its associated records based on the current filter options selected ⤵

Configuring the Interface Detail in Fields & Forms

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 Fields & Forms. Select the record that you want to work with from Accounts, Contacts, Leads or Opportunities. You’ll then see the "Interface" tab ⤵

Updating the Tabs shown in the Record Detail

Click on “Account Detail” and then “Edit Detail” ⤵

On the left-hand side, you’ll see all of the default Tabs for this specific "Record Type" ⤵

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.

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

Updating the Widgets shown in the Record Detail Sidebar Panel

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.

Re-ordering Detail Tabs and Widgets in the Web App

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.

Associated Record Counts

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" ⤵

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