Why Does This Matter?
The new layout provides a more organized and streamlined way to view and manage records across the Leads, Customers, and Projects modules. Once enabled, users can access the updated layout while still having the option to switch back to the Classic View when needed.
What You Will Need
Access to the SubcontractorHub Platform.
The New Theme Settings must be enabled by a Superadmin for the relevant module.
Step by Step Instructions
Step 1: From the main menu, select the module you want to access: Leads, Customers, or Projects.
Why Does This Matter?
The new layout provides a more organized and streamlined way to view and manage records across the Leads, Customers, and Projects modules. Once enabled, users can access the updated layout while still having the option to switch back to the Classic View when needed.
What You Will Need
Access to SubcontractorHub Platform.
The New Theme Settings must be enabled by a Superadmin for the relevant module.
Step by Step Instructions
Step 1: From the main menu, select the module you want to access: Leads, Customers, or Projects.
Step 2: Select the “Board” view and open the lead, customer, or project you want to view.
Step 3: The selected record will open in the New Layout, where you can view and manage its details.
Step 4: To switch back to the previous layout, click “Classic View.”
You can now switch between the New Layout and Classic View based on your preference. Select the “Board” view and open the lead, customer, or project you want to view.
Step 3: The selected record will open in the New Layout, where you can view and manage its details.
Step 4: To switch back to the previous layout, click “Classic View.”
You can now switch between the New Layout and Classic View based on your preference.