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Configure CRM entity form menu

Configure tabs inside the CRM entity form according to your preferences. If you don't use workflows, automation rules, or Zoom, remove these items from the menu.

You can customize tabs in the form menu and in the timeline.

To configure the tabs, click More and select Configure menu.

You can change the menu item's location or hide unnecessary items. Drag an item to another place, or click on the gear icon next to it and select Hide.

If you hide an item, it will not be deleted, but moved to the More menu. You can return them to the default form view by selecting the Reset menu option.

The timeline menu tabs are configured in the same way.

Employees can set up their own form view. Account administrators can configure the common form view.

Read more in the articles:

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