Admin: Fields and Layout Editor

RepBox offers a set of default fields. Fields and Layout Editor feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks. The fields you create are accessed by all users across your RepBox account, unless you've defined permissions through Profiles.

You can navigate to Edit Fields and Layout Editor in two different ways.

Through settings

  1. Click the gear icon in the top right corner
  2. Click CRM Settings
  3. Click 'Studio' drop-down in the left
  4. Click Edit Fields. You can click on PinIcon.png pin icon next to it to add a shortcut to your settings home page
  5. Select a module from the drop-down in top-right

Through Corresponding Module

  1. Click desired module eg: Opportunities
  2. Click wrench icon in the top right corner above your list view
  3. Click Edit FieldsAdding Custom Fields

    This feature enables you to add custom fields in addition to default fields offered by RepBox.
    Follow a few simple steps to add custom fields in selected module
    1. Click Add Custom Field
    2. Select Field Type : Text, Decimal, Integer, Percent, Currency, Date, Email, Phone, Picklist, URL, Checkbox, Text Area, Multi-Select Combo Box, Skype, Time
    3. Fill in your Label Name - This is what the field will be called in your RepBox
    4. Choose the length of the field - the number of characters in the field
    *Field types such as Picklist and Multi-Select Combo Box will give you an option for the values of that picklist such as Option A, Option B, Option C.

    Custom Fields Table

    RepBox offers a wide variety of choices in creating custom fields to accord your business requirements. The following table gives complete information of custom Fields that are supported in RepBox.

Creating Custom Block

This feature enables you to create new blocks in addition to default blocks offered by RepBox.

Follow a few simple steps to create a new custom block

  1. Click Add Block
  2. It brings up a pop-up. Provide label in Block Name and select a block from Add After drop-down to place the new block next to selected block.

Re-arranging Fields

RepBox gives you the flexibility to rearrange the arrangement of the fields according to your business requirements. Click on desired field and drag it on to any selected location in and across blocks.

Follow a few simple steps to reorganize fields

  1. In Fields and Layout Editor of selected module, click on desired field
  2. Drag the field to desired location.(You can move fields in all possible directions: left, right, up, and down)
  3. After rearranging fields, click Save Field Sequence button in the top-right

Editing Field Properties

This feature helps you to configure basic preferences of fields in RepBox. You can also enable/disable fields across Modules, Quick Create, Summary View and Mass Edit.

Follow a few simple steps to edit field properties:

  1. Click pencil icon next to your desired field
  2. It brings up a pop-up that has set of options that can be configured on selected module
  3. After modifying field properties, click Save
  4. Deleting Fields

    If custom fields created by you do not meet your requirements, you can delete them permanently.

    Deleting custom fields will also delete data associated with it. In contrary to delete option, you can also hide specific field, so that it is not used by other users.

    Follow a few simple steps to delete custom fields and custom blocks:

    1. Click on Trash Icon to delete the field
    2. To delete the custom block, click on Action button and select Delete Custom Block.

    Hiding Fields

    This feature enables you to hide fields, so that they are not used by users in RepBox. This has an advantage over delete field option because hiding fields will not delete data associated with it and hidden fields can be restored when required.

    Follow a few simple steps to hide fields:

    1. Click pencil icon next to your desired field
    2. It brings up a pop-up that has set of options that can be configured on selected module
    3. Uncheck the Active checkbox to hide specific field
    4. Click Save to update changes

    Making Fields Mandatory/Not Mandatory

    Mandatory fields are fields that you should fill in. You cannot create or import records without filling or mapping mandatory fields. You have complete power over fields across modules in RepBox. You can make desired fields mandatory or non-mandatory according to your requirements.

    Here's how to make desired fields mandatory:

    1. Click the gear icon in the top right corner
    2. Click CRM Settings
    3. Click 'Studio' drop-down in the left
    4. Click Edit Fields. You can click on the pin icon next to it to add a shortcut to your settings home page
    5. Select a module from the drop-down in top-right
    6. Hover your mouse pointer over desired field and click on pencil icon next to it. Say Primary Phone field in Leads module
    7. Now enable the Mandatory Field checkbox to make it mandatory
    8. Click Save
    9. To make any field NON-MANDATORY, follow same procedure up to #6 in step #7, disable the checkbox Mandatory Field to make it non-mandatory
    10. Notes! Some fields must remain mandatory. EX: Last Name in Contacts module. These fields are made mandatory to establish relation between modules in RepBox


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