Help Needed to Improve User Experience on Company Entry Screen

SOLVED

Hi community,

I've noticed an issue with the layout of the fields on our company entry screen.

The fields are placed at the edges (almost!) of the screen, which doesn't seem user-friendly. I understand that these settings might not be adjustable by default, but I hope we can find a solution to enhance the user experience.

Any suggestions?

Please note, I'm not a developer.

Thank you!

Many thanks

  • 0

    Hi Samuel

    This isn't unique to the Company dedupe/entry screen - any screen block with a small number of fields per row will space them evenly across the width of block (e.g. the standard Company 'Marketing' tab, below):



    I don't think there's anything you can do to change this via the screen block configuration - you can try experimenting with the 'Width' attribute (i.e. the number of columns the two right-hand fields are configured to occupy), but it's more of a relative indicator for other fields on the block, rather than a way of adding empty space.

    The probable solution would be to add a dummy field, or two, and set their 'visibility' to 'hidden', using JavaScript. For instance, taking the above 'Marketing' example, the following script, dropped into the 'Custom Content' area, would hide the 'IT Budget' field, without releasing the space (apologies, I know you're not a developer :-)):





    You could try similar on your screen, replacing 'mrkt_itbudget' with your dummy Company column-name (placed top-right on your screen).

    Hope this helps.

    Many Thanks


    James

  • +1
    verified answer

    Sorry, the script didn't want to post - it is:

    crm.ready(function()
    {
        $("#mrkt_itbudget").parent().parent().css("visibility", "hidden");
    });

    You would need to enclose it between the HTML 'script' tags, in the 'Custom Content' box.

  • 0 in reply to James Hill

    Hi James,

    Thanks a lot for taking the time to explain this and for the script suggestion. I’ll give it a try.

    Thanks again!