Configure record pages

Workspace admins can customize the configuration of record pages to ensure the data most relevant to your team is easily accessible and organized.

Configure record pages

To configure record pages for a given object, begin by opening a record page and select the ⋮ icon in the upper-right. Then select Configure page. Note that you must be an admin to see this option.

When you've made changes to the page configuration, you must click Save changes at the bottom for the new configuration to be applied.

Configuration settings are unique to each object, meaning you can configure all company record pages to show certain information, then configure person record pages to show different information, and so on for each object. Changes admins make to record page configurations will be applied for all workspace members.

Manage widgets

Across the top of each record page under the record name and image, you can display specific attributes as widgets. Click + Add widget to select the attributes whose values you want to show at the top of each record's page.

For example, for company and person records you may want to select Last interaction > When and with to display at the top of each record page when the last email or calendar event took place with the record, and which of your team members had the interaction.

Manage tabs

Under the widgets, you can configure the tabs you want to show on each record page for that object. For standard objects, this includes things like Activity, Notes, Tasks, Emails, and Files.

You can also add tabs for linked records with Team for Companies, Company for People, Associated people and Associated company for Deals, or other relationship attributes. Once you've selected a relationship attribute, choose which attributes for the linked object you want to display on that tab, then click Save changes. The tab will show all connected records with their values for the attributes you've selected.

To configure tabs:

• Add a tab by clicking + Add tab and selecting an option

• Reorder tabs by clicking and dragging tabs, or by clicking the ⋮ icon to the right of a tab and selecting Move left or Move right

• Remove a tab you've added by clicking the ⋮ icon to the right of a tab and select Remove tab. Default tabs cannot be removed

Manage sections

On the right-hand side of each record page, you will find sections. There must be at least one Record Details section, and the Lists section cannot be removed.

Record Details contains object attributes. You can rename the section by clicking into the Record Details section and changing the title. You can also change which attributes are shown by default by clicking the Record Details section and adding the attributes you want to see. If you don't add attributes manually, the first five attributes listed on the object's attribute settings page in Workspace settings will be displayed by default.

Under Lists on each record page, there will be a section for each entry, or each instance where the record has been added to a list. Each list section will show the first three list attributes from the list's attribute settings page, where they can be reordered.

To configure sections:

• Add a new section by clicking + Add section, give the section a title, and specify which object attributes should show within that section

• Reorder sections by clicking and dragging the sections up or down

• Remove a section you added by clicking the trash can icon in the top right corner of the section