This guide quickly shows admins how to customize the Intake entry screen in Salesforce for LawAccounting/CaseQube by adding or removing field sets. It explains where to find the Intake page layout in Object Manager, how to drag fields from the available list into the Intake Information area, and how to remove fields. Follow it to make immediate, saved layout changes that tailor intake data capture.
1. ### Step 1: Initiate Set Up Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Initiate the Set Up Screen
- Click the gear icon in the upper right hand corner
- Click Set Up
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2. Step 2: Open Intake Layout in Object Manager
- Click Object Manager Tab
- Search Intake in the search Box
- Click Page Layout
- Click Intake Layout
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3. Step 3: Understanding the Intake Layout Entry Screen Field Set
List of all available fields
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Displays all available fields that can be added to the intake entry screen.
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Allows administrators to choose which field sets are included in the layout.
Intake Detail/Information
- Displays the list of fields currently shown on the intake entry screen
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4. Step 4: Adding and Removing A Field On the Intake Entry Screen
Add a Field
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Drag a field set from the Field (header)
(for example, Address City) -
Drop it into Information to add it to the intake entry screen.
Remove a Field
-Click the minus symbol next to the field to remove
Key Notes
- Changes take effect immediately after saving.
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