Use this article to rearrange and add widgets on a contact profile's Overview tab using Customize mode. We will add the Attendance widget to a profile and keep the layout.
How do I enter Customize mode on a profile?
To enter Customize mode, open the contact profile and click ① Customize in the tab bar.
In Customize mode every widget on the Overview tab gets a dashed border and a move handle in its corner; drag ⑤ a widget to another position. ① The ADD WIDGET row lists widgets not yet on the page (Outstanding Balance, Next Class, Test Ready, Recent Notes, Attendance); click a widget name to add it. ③ Reset and ④ Reset grid sit next to ② Done, which saves your layout.
How do I add a widget and save the layout?
To add a widget in Customize mode, click + Attendance in the ADD WIDGET row. The Attendance widget appears at the bottom of the page. Click Done to save the layout.
How do I check that the layout was saved?
To check the layout, reload the profile: ① Customize mode is off and ② the Attendance widget is still there. The layout is saved for you and applies to every contact profile you open.
