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- Rename Title to Position or Job Title to not confuse it with Mr, Mrs etc.
- Rename all State/Province names to State
- Rename all Zip/Postal names to Post Code
- Rename Other Address to Physical Address to keep it similar to Accounts.
- Rename City to Suburb
New Fields
- Data Source - for where the record came from
- Data Issues - for quickly marking any notes for bulk data fixes.
- City State Country
- Ultimate Parent
- Campaign Monitor Fields
Permissions
- Set permissions on the following fields that are not read or edit by default:
- Do Not Call
- Email Opt Out
- Fax (if used)
- Birthdate (only if needed)
- Description
- Informal Name (nope, you can't. Vote for this Idea).
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- 2 buttons only shown - show all the New Record buttons then Edit - the rest of the buttons including Delete and Clone are under the dropdown. Upgrade to Dynamic Actions.
- Compact layout shows RecordType (if applicable) and Owner.
- Account Name (or the Parent Field) is ALWAYS the first column shown on the Compact Layout.
Left Column
- Details Tab
- Related List Quick Links at the top (you may delete this if there are not many related lists or far too many related lists, it becomes overwhelming if you can't find things easily).
- Set the order of Related Lists on the Page Layout
- Remove Notes and Attachments, add Files (See Files, Content, Attachments, Documents etc. You may still want Notes and Attachments if you have an old org that is not feasible to move to Notes).
- Related Tab only with Dynamic Related List - Single or Related List - Single components, and only show the lists that you need.
- Conditional Related Record Components or Related Lists only for key details for key staff. Eg if Marketing Staff ALWAYS need to see Campaigns details related to Contacts then put that at the top of Details and make it visible only to them.
- Details Component
- Include Addresses stacked rather than side by side if using State and Country picklists as they are impossible to edit if you use the Edit button
- Then conditional Related Record Components - these are only available to System Admins. See Actions! Global and Quick Actions for details
- Other tabs for key details, charts or other Actions as required.
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