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Customizing the Contacts Module in essensys Operate
Customizing the Contacts Module in essensys Operate

Customization Options for the Contacts Module in essensys Operate

Alex Taylor avatar
Written by Alex Taylor
Updated over a week ago

You can customize the contacts Module within your Operate system by going to Settings > Customize > Contacts. 

Here is where you can customize several aspects of the module. Please click the link corresponding to the customization you want to perform; to access a dedicated guide:

  • Custom Fields - Custom fields allows you to add your own fields to this module.

  • Page Layouts - Page layouts allow you to create different page layouts to display selected module data.

  • Record Types - Create and maintain record types for your module. You can display different page layouts based on record types.

  • Standard Fields - Here is where you can manage your standard fields. You can change the labels which are displayed to the user.

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