Articles on: Prospects and Accounts

Rearrange and Customize Field Order with Drag-and-Drop Functionality


Overview


Outplay now allows users to customize the order of fields in their view. With the new Rearrange Fields option, users can:


  • Set up the order of fields as per their preference.
  • Hide the fields they don’t want to see.
  • Drag and drop fields to rearrange them easily.


Steps to Rearrange and Customize Fields


Follow these steps to customize the field order in Outplay:


  1. Access the Rearrange Fields Option
  • Navigate to the object where you want to customize field order (e.g., Prospects, Accounts, Opportunities).
  • Open the prospect panel.
  • Click on the Rearrange Fields option.
  1. Customize Your Field Order
  • A popup window will appear displaying the list of available fields.
  • Drag and drop the fields in the desired order.
  • To hide a field, uncheck the checkbox next to it.
  1. Save Your Preferences
  • Once satisfied with the arrangement, click Save to apply the changes.
  • The updated field order will now be reflected in your view.


Key Features


  • Drag-and-Drop Reordering: Easily rearrange fields by dragging them to your preferred position.
  • Field Visibility Control: Hide fields you don’t need or show hidden fields with a simple toggle.
  • Real-Time Preview: Changes are reflected immediately after saving.
  • User-Specific Customization: Your field order and visibility settings are saved per user, ensuring a personalized experience.


Troubleshooting


  • Fields Not Saving: Ensure you click the Save or Apply button before closing the popup.
  • Missing Fields: If a field is not visible in the popup, check with your administrator to ensure it has not been disabled at the system level.
  • Drag-and-Drop Not Working: Verify that your browser is up to date and that you are using a supported browser (e.g., Chrome, Firefox, Safari, Edge).
  • *


Frequently Asked Questions (FAQs)


Q1: Can I reset the fields to their default order?


Yes, there is typically a Reset to Default button in the popup. Click this to restore the original field order and visibility settings.


Q2: Will my changes affect other users?


No, your field order and visibility settings are specific to your account and will not impact other users.


Q3: Can I rearrange fields on Outplay chrome extension?


The order which you will set on Outplay portal will reflect in chrome extension as well.


Q4: What happens if I hide all fields?


Outplay will not allow you to save. Minimum 1 field is required.

Updated on: 13/02/2025

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