How to create a cut down view of an Account

[Mr SaaS]

Hi all

I have many custom fields on my Account entity, and multiple related lists.

I would like to create a 'cut down' Account view - available to all users - to offer a more concise view of the customer (useful to view this prior to meetings etc.)

Any suggestions on how I would achieve this?

I would do this with a Report but the layouts Tabular / Summary / Matrix are not flexible enough for a Portrait layout.

Many thanks
Mr. S

[Greg H]

My first suggestion would be to cut down the fields on the page layout to only those that are necessary.  Or you could group the necessary fields in the page layout into one section so that the other page sections could be collapsed by your users.

If those are not options then you could build an sControl to display only the Account fields that you want in a popup window or on a separate page.

-greg

[Mr SaaS]

Many thanks Greg.

Ideally the solution would be a custom link which opens the Account forcing it to a much-reduced alternative Page Layout. 

I guess this isn't possible as the Record Type will determine the Page Layout?

Kind regards

Mr S

[Greg H]

I get the impression that you want an individual user to be able to look at the same Account record in two different ways.  One way would show the normal number of fields and the second way would show only a specific number of fields.  If this is the case then you will need to build an sControl to format and display the second view.

-greg

[NPM]

Posssibly building on Greg H's suggestin of grouping the fields you want to see in the "reduced" view in a separate Section on the page layout and your desire to use a link and then print in Portrait mode you might want to consider using the Printable View link then collapsing the Sections with the fields you do not want to see/print and when printing select Portrait.

Also, if you use a report as you orignally stated but Export it to Excel as a Printable View you may be able to reformat it enough to use a Portrait print depending on the number and width of the report columns.