Customizing Page Content

Page content in certain areas of the system can be customized to your preference. These customizations are reflected in how (and whether) certain areas of the system appear to users.

Page Content Customization allows staff to customize aspects of a record, such as:

  • Renaming Tabs & Menu Options: Tabs and menu options in a record can be renamed.

  • Editing Icons: Icons on a record, such as the icon on the record tab, can be edited.

  • Visibility Settings: Content on a page--including tabs, menu options, buttons, etc.--can be hidden from or made visible to staff and non-staff users.

Some areas offering Page Content Customization include:

  • Customer Records (and by extension, My Profile)

  • Committee Records

  • Configuration Settings

  • Chapter Records

  • Sales Opportunity Records

If a page offers this option, a purple icon will appear at the top of the record.

Example: In ABC Association, "relationships" between customers are referred to as "connections," instead. To stay consistent with terminology, ABC's re:Members AMS site administrator updates the "Relationships" tab on the Customer Record to say "Connections." This change appears for staff viewing the Customer Record AND for non-staff viewing the My Profile.

Example: ABC Association is not allowing non-staff (public) users to submit requests or tasks, and they wish to hide these tabs on the My Profile page. An administrator can hide these tabs from public users while still allowing them to be visible to staff users.

Configuring Page Content Settings

  1. Navigate to the record type to be customized. It does not matter which specific record is chosen, because changes made in this area apply to every instance of that record type.

  2. Click the purple Page Content Customization icon.

  3. Locate the item to be edited. This can be done via the lookup menu at the top of the screen or simply by scrolling through the list.

  4. Make the desired change(s):

    • Edit name: Type the desired value in the Text field.

    • Edit icon: Begin typing the desired icon name in the Icon field--a quick lookup list of suggestions automatically appears.

    • Edit visibility: Change the visibility of an item for Staff and/or Public users via the drop-down fields.

  5. Click Save.

  6. Test the changes to verify that they're appearing as desired.