Planhat

Learn about Profiles in upgraded Planhat (ws.planhat.com), including Full-Page Profiles and Previews

An introduction to Profiles/Previews

Learn more about what Previews are, and how and why to customize them

Previews

Full-Page Profiles are perfect for viewing all key data for one specific customer at a time

An introduction to Full-Page Profiles

Learn how to customize the layout of Company Full-Page Profiles to suit different types of Company or Planhat User (viewer)

Custom Company Full-Page Profile Templates

You use Field Groups to organize and prioritize fields in Previews and Full-Page Profiles

Field Groups

How to determine which layout is used, via criteria (conditions) and positioning

Configuring which Preview/Profile Template is applied

How to create, manage and apply Custom Pages for Company Full-Page Profiles ("Profile Page Templates")

Custom Profile Pages - Profile Page Templates

How to customize the fields shown when creating a new record of a data model

How to customize a Create Form

Carly Hammond

Christian Dreyer

Full-Page Profiles, Previews, and Custom Profile Pages

Profiles (managed in the "Data" Global Tool)

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.