There’s A Lot Going On Here. Many Things I Don’t Need. Can I Remove Tabs On The Menu Or Fields On The Form?

    Yes. Let’s clarify what can be done. The tabs you see across the screen on your navigation bar can be hidden/removed or re-ordered. We cannot add tabs that don’t exist. Watch this video to learn more:

    On each record (example: Contact) – we can hide/remove fields, or add your own custom fields if there is something you want to track for that Contact (most commonly people add Linkedin Profiles or a way to Categorize their contacts by type such as prospect, client, owner, tenant, etc..). Another record frequently altered is the Property record. There are over 200 + fields on there. It’s great if you want to track all the nitty-gritty details, but if you don’t you can hide or collapse the details. 

    You could also re-name some of the tabs. As long as the spirit of the data is the same, there is no harm in renaming them (Example: Some people like to re-name Accounts to Companies).