====== Contacts ====== This section is for working through buttons, related lists and Lightning Pages for the Contact object. ===== Content ===== * [[donor360:object_configuration:2contacts#Page Layouts|Page Layouts]] * [[donor360:object_configuration:2contacts#Lightning Page|Lightning Page]] ==== Page Layouts ==== * Click **Setup**, **Object Manager**, **Contacts** * Select Page Layouts, Select Contact Layout created in earlier step, Click **Related Lists** in the pallet * Add or remove related lists as needed, but include: * Relationships * Organization Affiliations * Fund Relationships * Opportunities * Contact Attributes * Files * Open Activities * Activity History * Campaign History * Bank EFT * Other lists are optional * Click **Save** ==== Lightning Page ==== * Select the Custom Lightning Contact Record Page previously created for Contact record. * Click **Edit** * Click **Fields** in left panel * Grab **Dynamic Highlights Panel** from panel and drag above the existing Highlights Panel {{ :donor360:object_configuration:contactsdraghighlightspanel.png?400 |}} * In right panel, Set **Primary Field** * Populate the desired fields in the **Dynamic Highlights Panel** by dragging them from the left * Set number of **Visible Action Buttons**, Click **Add Action** to select buttons {{ :donor360:object_configuration:contacthighlightsfieldsbuttons.png?400 |}} * Add filters to Action buttons as needed * Click **Save** * Add Filter to Dynamic Highlight Panel if desired * Remove the standard Highlight Panel, **Save** * Click **Tabs** * Click **Upgrade Now** in the right panel, **Next** {{ :donor360:object_configuration:contacttabsrecorddetailupgrade.png?400 |}} * Select the Page Layout previously created for **Contacts**, **Finish** * Leave the **Default Tab** as "Details" * Individual fields can be filtered as needed * Click **Save** The contact page should look something like this when finished. {{ :donor360:object_configuration:contactpage.png?400 |}}