TT – Conditional Layouts

Conditional Layout! What does that really mean? Here at OpenCRM we understand that you may approach working on different types of records in very different ways. This is where conditional Layouts come into play. When you select certain criteria within the record, your layout will change to suit the condition. 

If you select a certain type of record when entering your data, for example, a charity you are working with rather than a standard business, you can automatically have that record change and show you fields related to charities. This means you have the ability to enter important information such as charity number, but you don’t have to have that field appear unless you really need it. 

This keeps your records easy to read and input data into. You won’t have unnecessary fields you don’t need day to day, unless you fulfil the criteria needed to make those fields appear, as if by magic!
Check out the Tuesday Tip above on this topic for more info 

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