Step 1: Log In to the URL https://admin-lax.convoso.com/login using your Admin credentials.
Step 2: From the Dashboard, click on (A) “CRM” and select (B) “Lead Layouts & Fields” from the drop down.
Step 3: In Manage Layout Section, click on (A) “Gear Icon” and select (B) “Settings” from the drop down.
How to Edit a Task Layout – Adding, Editing and Deleting a Fieldset
Step 1: To ADD a Fieldset in Edit Layout Section, click on (A) and select the number of Columns you want for the new Fieldset. Type in the Name of the fieldset (B) and click on (C)”Add”.
Step 2: Scroll Down until you see the Fieldset you added (A). If you want to change the number of columns, click on (B) and select the number of columns you need. If you need to delete the fieldset, click on the (C) Red X.
How to Edit a Task Layout – Assigning Fields to Field Sets
Step 1: In Form Control Section, you have to click and hold the Field and drag it to the Fieldset you want to add it to. Example, you want to Add (A)First Name Field to Default Fields. You need to click and hold (A)First Name Field and drag it
Step 2. You can assign the fields to any fieldset you have. In this example, we assigned fields in (A) Default Fields Fieldset and (B) Sample Field Set. Click on (C)Apply Changes button to save settings.
Note: You can toggle (A)Make Window Float on and off to make assigning fields to fieldset easier.