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Customize Highlight Panel

Updated over 8 months ago

You will need to log into your Navatar system using the Admin login

Step 1: Log in to your Navatar Admin Account. 

Step 2: Click the gear icon in the top right corner and select "Edit Object" for the object where you want to update the fields on the highlight panel. 

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Step 3: Navigate to the left-hand menu and click on “Compact Layouts” and then click on “New” button.

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Step 4: Now, give a name to the compact layout and the fields you want to view on the highlight panel and click on Save. 

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Step 6: Once the layout is created, click on the “Compact Layout Assignment” button.

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Step 7: Click on Edit Assignment, and under the Primary Compact Layout select the compact layout which you have created and click save.

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