Optimize the Entity Overview and streamline workflows by tailoring displayed fields to specific data needs.
Overview
The Entity Overview Customization "Edit Display" feature allows for a personalized viewing experience within each Entity. By selecting or deselecting specific fields, individuals can focus on essential information—such as Company Group, Formation Date, or Tax ID—while hiding less relevant details. These settings are saved at the user level, ensuring a consistent and efficient display across all Entities in the platform.
Availability: All customers.
Locate the Edit Display Button
Navigate to an Entity record and click on the Overview tab
Locate the Edit Display button at the top of the Entity Overview page
Select Displayed Fields
Click the Edit Display button to open the field selection menu
Review the list of available Fields
Check the boxes next to the Fields required such as Unique ID, Unique ID Identifier, Billing Address
Uncheck the boxes for any unnecessary information to declutter the view
Preview and Apply Changes
Review the Entity Overview layout in the background to see how the selected Fields appear
Ensure the displayed information meets the necessary requirements for a clear understanding of the Entity details
Click the Apply button to save the customization settings
Observe the updated Entity Overview, which now features the tailored selection of information
Notes:
User-Level Customization:
It's important to note that the customization settings apply at the user level. Users will see their customized entity overviews across all entities within the platform.
Example Scenario:
Suppose a user wants to focus on essential details such as company group, formation date, and tax ID number while excluding less relevant information like business address and trustee/partner details.
They can easily achieve this by utilizing the Edit Display feature to customize the entity overview according to their specific needs.