With profile field customization you can select what fields will show on profile pages and prioritize their order. When viewing a profile page, the most important information will appear at first glance under 'Details.' Please note that when customizing fields, all changes made will apply to everyone on your team.
Who can customize the view?
List Admins: You will have permission to customize the list specific fields for any lists you have administrative privileges for.
Global Admins: You will have permission to change the global fields that appear under the 'General' tab for Contacts, Organizations and Opportunities.
How to customize profile fields?
- Click on the menu bar in the top left and scroll down to Settings
- Select Profile field customization
You will have the option to customize which fields show on the profile page and their ordering. You can also preview how the selected fields will appear by simply selecting the different platforms (Web, Chrome Extension, and Mobile).
To select a list, click the hamburger icon on the top left of the left toolbar. You will get a dropdown of all lists you have administrative privileges for. If you are an organization level admin you will have the option to customize global fields under the 'General Fields' tab.
To select what fields will display, simply select the box to the left of the column names. Then drag and drop to reorder by selecting the dots to the right of the field.
You will notice that some columns are locked, these are Affinity default fields and cannot be removed or reordered.