Overview
Before You Begin
Individual Setting: Please note that this is a user-specific preference. Changing this setting will only affect your account and will not change the view for other team members.
Session Refresh: You may need to refresh your browser or navigate to a new record for the changes to take effect globally across your session.
Steps
Access the CRM: Navigate to your Dazos login page and enter your credentials to access the main dashboard.
Open Settings: Locate and click on the Settings (gear icon) found in the bottom section of the main navigation menu.
Enter CRM Settings: From the settings overview page, click on CRM Settings to display the configuration options for your specific instance.
Locate My Preferences: You can find My Preferences in the top navigation bar of the settings screen. Alternatively, you can use the search bar at the top of the menu and type "My Preferences" to jump directly to the section.
Enter Preference Management: Click on My Preferences to open your personal user profile and settings.
Edit the Default Record View: Scroll down the page until you find the section titled Default Record View. Hover over the field and click the Pencil Icon to enable editing mode.
Open the Selection Menu: Click on the dropdown menu to display the two available viewing formats:
Summary: Displays a high-level overview of key fields and related modules.
Detail: Displays the full record layout including all available fields and blocks.
Select Your Preference: Click on your chosen view (Summary or Detail) to update the field.
Save Your Changes: Click the Checkmark Icon next to the field to confirm and save your new preference.
Verification / Expected Result
To verify the change, navigate to any Lead or Account record. The record should now automatically load in your selected format (Summary or Detail) without requiring you to manually toggle the view at the top of the page.
Troubleshooting / Common Errors
Pencil Icon Not Appearing: If you cannot see the pencil icon, ensure you are not currently in a global "Edit" mode for the entire profile. If the issue persists, your user role may have restricted profile editing; contact your Administrator.
View Has Not Changed: If the records are still loading in the old view, clear your browser cache or log out and log back in to force the CRM to refresh your user session data.