Contents

Introduction

This guide will show you how to customise your Product Panel layout.

When you add a product to a case, the application details of that product are divided into easy-to-read panels. 

For example you may wish for the Action History panel to be displayed more prominently at the top of the page, or perhaps you want to hide the Commission Details panel. eKeeper CRM allows you to achieve this, very easily. 

-Product Panel Layout

Step 1 - How to find the Product Panel Setup page

To edit Product Panels, first click on System Settings, then underneath Product Setup, click Products. The Products page will list all your products and give you a variety of options to customise how they function in eKeeper. The page we want to customise the layout is Product Page Layout.

Step 2 - Managing your Product Panels

The Edit Product Page Layout page is divided into two columns and multiple rows, the same way that a case displays the panels.

-Edit Product Page Layout

Each cell represents a panel, and clicking on the drop-down menu will give you a list of the different types of panel. e.g. Mortgage Details and Stage History.

Select the panels you wish to appear and the order that they are displayed. Click Save to save the changes you have made, or cancel to undo any changes.