How to customize the search layout?
The Search Layout helps you customize the field values that you want to view in search results. For example, when you search leads by name, you may want to view the values from the email, phone, lead type and lead source fields. You can select just these in the Search Layout. A maximum of 6 fields can be selected.
To customize search layout, do the following:
- Log in to CRM with Administrator privileges.
- Click Setup > Customization >Search Layout.
- In the Search Layout page, select the module from the Modules List.
- In the Fields List section, click Edit and select the fields.
- Click Save.
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