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Where to Make Customizations

CRM allows you to make changes in a few different places. Based on what  you want to do and how long you want your updates to last there are a few different ways to customize forms, views, entities, and other system settings. See options below to determine the best option for you.

Make Customizations in the Unmanaged Solution

If you know that the changes you are making should be part of your system on a permanent basis, meaning that you don't want to risk seeing them rolled over in a future release, this is the preferred option. Your consulting team can more easily get your changes from the unmanaged solution and include them in future rollouts.

Navigate to Settings and then Solutions

Navigate to Settings and then Solutions

Open the unmanaged solution for your organization

Open the unmanaged solution for your organization

Use the customization menu to get to the right place for changes.

Use the customization menu to get to the right place for changes.

Make Updates to the Default Solution in the Customizations Menu

If you are trying something out or want something on a more temporary basis you can add it to the current customizations. If you don't have an unmanaged solution you must make changes here. Just know that these updates may not be included in future releases.

Navigate to Settings and then Customizations

Navigate to Settings and then Customizations

Click Customize the System.

Use the customization menu to get to the right place for changes.

Use the customization menu to get to the right place for changes.

Make edits directly from the Entity

This can be the fastest way to make changes, but these changes will likely be rolled over in any upcoming release.

From the Entity Click More Options and Form

From the Entity Click More Options and Form

This will take you to the form editor.

From the Views List click Create Personal View

From the Views List click Create Personal View

This will open an advanced find query where you can create a custom view. If you have filtered the current view you can also save the current view changes or create a new view.

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