Planhat

Profiles visualize all the important data for a record; you can customize the layout via Profile Templates

Planhat OS - Profiles

Design Profile Templates to customize the layout of Profiles - how each individual record is displayed

Planhat OS - Profile Templates overview

Use criteria (rules/conditions) to specify which Profile Template (layout) is used to display a Profile

Planhat OS - Profile criteria (match conditions)

You use Field Groups to organize and prioritize fields in Profiles

Planhat OS - Profile Field Groups

Use Profile widgets/sections to set the main layout of Profile Templates

Planhat OS - Profile widgets (sections)

If you have questions about Profiles and Profile Templates, or need troubleshooting support, this article will help

Planhat OS - Profiles and Profile Templates FAQs

Natalie Kwong

Learn about Profiles and Profile Templates in Planhat OS

Profiles and Profile Templates in Planhat OS

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