We're continuing to expand the flexibility of our Layouts feature, giving administrators even more control over how screens are presented to different users across the business.

Layouts can now be applied to Quotes, Invoices, Products and Projects, making it easier to tailor these areas of OpenCRM to the needs of specific teams and roles. By showing only the most relevant fields, you can create cleaner, more focused screens that help users work more efficiently.

We've also introduced the ability to reposition the Products section across all sales modules. This enhancement allows you to place product information where it makes the most sense within your process, helping create a more intuitive user experience and supporting the way your team works.

Key Benefits

• Layouts now available for Quotes, Invoices, Products and Projects
• Create role-specific screen designs for different teams
• Reduce clutter by displaying only relevant fields
• Move the Products section within sales modules to suit your workflow
• Deliver a more streamlined and user-friendly experience

These enhancements provide greater flexibility when designing OpenCRM around your business processes, helping every user see the information they need, exactly where they expect to find it.