Put fields and groups on a tab

Fields on a tab are live. People read them and edit them straight on the tab, and what they type is saved to the record the same as anywhere else. Building a tab is deciding which values belong together on one screen.

Add a field

1. 1Open the tab and switch on Rediger layout.
2. 2Choose Tilføj felt. Vælg et standard- eller brugerdefineret felt, der skal tilføjes til denne fane.
3. 3Search the list. Each entry says whether it is a Standard field that came with the CRM or one of your own (Brugerdefineret). Both standard and custom fields are available on every record type that supports custom tabs. Calculated or system-managed values can be displayed; fields with a dedicated editing flow are view-only on the tab. Fields are listed and searched under the name they carry everywhere else in your language, so a Danish workspace finds the CVR number by typing "cvr".
4. 4If you have groups on the tab, set Placer i gruppe to drop the field straight into one, or leave it on Ingen gruppe to place it loose on the grid.
5. 5Pick the field. It appears on the tab and you can move and resize it from there. Arrange and resize what is on a tab

To take a field off a tab, remove it with the cross on its corner while editing. The value stays on the record; only this view of it goes away.

Show fields from a linked record

Use Felter fra in the field picker to choose Denne post or a linked record. Activities can display fields from their linked customer, contact, deal and subscription. Deals can display fields from their linked customer and contact. Each source offers its enabled standard and custom fields, including newly created fields that do not have values yet.

Relationship fields also appear as sources, including relationships on your own objects. Each source is named after the relationship field, so separate customer relationships can be distinguished. Supported targets include customers, contacts, leads, deals, activities, subscriptions, products, orders, tasks, tickets and custom objects. A relationship containing several records does not choose one arbitrarily; it explains that the relationship must be opened to view those records.

A linked field is labelled with where it lives, for example Fra kunden, and it can be edited right there when you are allowed to edit that kind of record. The change is saved on the customer (or contact, or deal) itself, so its own page shows it straight away. What decides this is your access to the record the field belongs to, not to the page you are looking at: someone who may only view customers sees the field marked Kun visning even on an activity they can edit. A relationship holding several records is always read only, because there is no single record to save to. If a save is refused, the old value comes back and you are told the change was not saved.

The layout follows each record's own links: it never remembers the particular customer you had open while building the tab, and it never substitutes a contact's customer for the activity's customer.

You can add a linked field before a link exists. For example, a customer field shows Tilknyt en kunde for at se dette. until a customer is linked. A failed read or missing access has its own message and is not treated as an empty value.

Put a linked record's field on an activity's side panel

An activity's left side panel (headline, status, deadline and so on) can also show a field that belongs to what the activity is linked to. This is how a customer's own notes field can sit on every activity for that customer, editable without leaving the activity.

1. 1Open any activity and switch on Rediger layout. Adding these fields is for administrators.
2. 2Below the panel's fields, choose Tilføj felt fra en tilknyttet post.
3. 3In Felter fra, choose where the data lives: Fra kunden, Fra kontakten, Fra salget or Fra abonnementet.
4. 4Pick the field. It is added to the panel; drag it by its handle like any other field, or take it off again with the cross.

The same works in the column on the right of the activity, where Tilføj felt also offers the activity's own fields.

Linked fields here follow the same rules as on a tab: editable when you may edit that record, and an activity with no customer yet says so instead of showing an empty value.

Giving it to your colleagues. The side panel's arrangement is personal: what you place is what you see. To hand it to others, use Del layout at the bottom of the panel and choose who gets it, or make it the default for everyone who has not arranged the panel themselves (including everyone who joins later). Placed linked fields travel with the rest of the arrangement. Give colleagues your side-panel layout

Hide empty fields

Open Feltindstillinger using the field's settings icon while editing the layout. Turn on Skjul når tomt to hide a field on records where its value is empty. Zero and No are values, so those remain visible. For linked fields, Skjul når ingen post er tilknyttet separately controls whether the missing-link message is hidden.

The rules apply to each record as you view it. A group disappears when all its fields are hidden. Editing the layout still shows the fields, with Skjult når du viser denne post explaining why they disappear when viewing that record. Deleting a field definition leaves an unavailable placement that can be removed in the editor; it is not mistaken for an empty value.

Create a field you do not have yet

You do not have to break off and go to settings when a field is missing. In the same panel, choose Opret tilpasset felt, give it a Feltnavn and a Felttype. For a Valgliste or Flervalg field, list the Muligheder as Kommaseparerede muligheder. Then Opret og tilføj.

The field is a real custom field on this record type from that moment: it exists in the field list, in import and export, in filters and in reports, exactly as if you had created it in settings. See Add a custom field.

Choose how a field with options is shown

A field with a fixed set of choices does not have to be a dropdown. Select it while editing and set Visning af muligheder: a dropdown, or the options laid out as buttons or checkboxes, side by side or stacked. Three or four choices people set constantly are faster as visible buttons; a list of forty is not.

This is a per-tab choice. The same field can be a dropdown on one tab and a row of buttons on another, and the values it accepts do not change either way.

Gather fields into a group

A tab with twenty loose fields on it is a wall. A group is a headed box that holds fields together and can be moved and resized as one thing.

1. 1Choose Tilføj gruppe.
2. 2Type the Gruppetitel into the heading. A group with no title is listed as Unavngiven gruppe when you are choosing where to put a field, so it is worth naming them as you go.
3. 3Add fields to it with Tilføj felt til gruppe inside the group, or by setting Placer i gruppe when you add a field from the top of the page. An empty group says Ingen felter i denne gruppe endnu. while you are editing and is invisible to everyone else.

Fields inside a group sit in a single column and follow the group as it moves. Deleting a group deletes the fields' placement inside it, not the fields' values.