When searching for information within CRM users often need to retrieve small pieces of information like a phone number or address. One solution is to place this commonly retrieved information in the view columns – however this can lead to inconsistency and clutter (horizontal scrolling of views in most applications is rarely considered optimal). Records in CRM have a Preview Pane which is opened by clicking on a small triangular arrow next to a record in the grid:
Customizing the Preview Pane is really very simple. Navigate to the appropriate entity’s customization page and select Forms and Views. Each Entity will have a Preview record. Double click on this to open the editor:
This opens the Preview Pane editor – which is extremely similar to the Form editor that many of you will be familiar with. It is essentially a two column section which displays read only fields. You can add fields and also change their order and column spanning to 1 or 2 columns.