You Can Configure as Many Different Page Layouts as You Want for Yourself And/Or Your Entire Team
Customize which Default and/or Custom Field Tiles to include and how they're arranged on your Contact and Account profile pages, respectively, so the information most useful to you appears in the most useful places. Create as many custom contact and/or account layouts as you like, either private to your own account and/or shared with your entire team, and toggle between them whenever you want.
How to Edit System and Custom Layouts
1. Navigate to Contacts or Accounts, depending on which type of Layout you want to add, and click any individual Contact or Account to view their full profile page
2. Click the white Edit button in the middle of the page, and your Layout Editing options menu will drop-down. Initially, every Apollo App comes with one Contact Overview and one Account Overview default system layout. These default layouts will remain intact as the defaults for all your Apollo Users whether you click Customize Layout or Duplicate Layout from this initial menu:
3a. Clicking Customize Layout will automatically Clone your default layout and open a view of the current Profile where you can drag and drop to rearrange any of the information Cards on the profile. The Profile Sidebar on the far-right of the page is NOT customizable or movable.
- Click and drag the icon at the lower-right corner of any card you roll over to resize that card
- Click the additional Cards listed at the top of the page to add and arrange them
- If you want to remove an existing Card, click the little trashcan icon in its upper-right corner and it will then appear in the list of Cards (not currently in your layout) at the top of the page, should you want to re-add it at any time
- Be sure to click Save when you're done. Once you click Save, you'll be able to rename your layout and share it with your team.
OR
3b. Clicking Duplicate Layout pops-up a modal to enter a name for the new layout you're about to create and a checkbox to Share With Others (your other Apollo Users). Click +Create to generate the new layout and move on to customizing it.
4. No matter which of the two options you start with above, clicking the same Edit button on your new (non-default) layout page will now reveal your full set of options to edit any (non-default) Layout:
- Customize layout: switches the current profile to a view where you can add, remove, and drag and drop any of the Cards on the profile
- Settings: Click this to rename your current layout and/or to turn on or off sharing this layout with your entire Apollo team
- Duplicate layout: Clones the current Layout. If you want to keep your current layout as-is and create/customize a new one, start by clicking this.
- Delete: Deletes the current layout (the default layout cannot be deleted)
Customize Layout
Customize Layout opens a view of the current Profile where you can drag and drop to rearrange any of the information Cards on the profile. The Profile Sidebar on the far-right of the page is NOT customizable or movable.
- Click and drag the icon at the lower-right corner of any card you roll over to resize that card
- Click the additional Cards listed at the top of the page to add and arrange them
- If you want to remove an existing Card, click the little trashcan icon in its upper-right corner and it will then appear in the list of Cards (not currently in your layout) at the top of the page, should you want to re-add it at any time
- Be sure to click Save when you're done
Duplicate Layout
When you click Duplicate Layout, a modal will pop up where you can name your new layout and check the box to Share with Others if you want your team to be able to use it too. Click +Create to save the new layout and move on to customizing it.
You can then click the same Edit button on your new Layout to customize it.
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