The process is very simple using our unique drag and drop designers.
First use the setup Button to go to setup search:
Type in record card:
You will see the designer.
Select the record card section (employees, Customers etc. that you want to layout or customise.
You can now add a tab
Remove a tab
Rename any tab by double clicking on the tab title
Increase or decrease the number of columns on your web page in which the information on your tab is displayed by clciking on the plus or minus symbols.
Filter to easily see the information you you want to add to each column.
Drag and drop items on to columns or between columns or to remove them, drag them back to the list.
Any items you have anabled by placing them on a record card layout can now be used (for example) within the the custom email layout for each automatic email sending event.
Other related help articles