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Admin & Setup

How To Recover Hidden Header Fields

In the following video, we will be discussing how to recover hidden fields on main screens within the OnContact CRM solution. It’s important to note this feature is only made available for CRM administrators.

Welcome to OnContact CRM training. This video discusses recovering hidden header fields on main screens. Main screens on OnContact CRM are company, contact, incident, and opportunity. Note this feature is only available to CRM administrators.

For this video we will unhide the profile field on the company main screen. This process is identical for contact, incident and opportunity main screens.

To start in the workspace area:

  1. Open any company record
  2. On the upper right corner of the company screen, click the options button
  3. Click select columns from the drop-down and the form layout dialog will open
  4. Click select columns on the left side of the form layout dialog and expand the company column list
  5. Click the profile column, this will place the column back on the company main screen.
  6. Drag and drop the column to the desired location, then click OK to save your changes and close the form layout dialog

You will see your changes immediately. Other users will have to log out of OnContact and log back in to see the changes.

Thank you for watching, feel free to contact us with questions or suggestions.