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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