To customize the summary of each constituent record type, each application user can select and reorder summary tiles. For information about the summary tiles available for each constituent record type, see Constituent Summary Tiles.
From a constituent record, click Customize tiles. The Customize summary tiles screen appears.
Select the summary tiles you want to view for all records of this constituent type.
To include a tile, use the arrows to move the tile name into the Show tiles in this order list.
To exclude a tile, use the arrows to move the tile name into the Do not show these tiles list.
Under Show tiles in this order, you can change the order of the tiles.
Select a tile and then use the up and down arrows to move the tile into the order you want.
Click Save to save the tiles and return to the constituent record. All constituent records for this constituent type show the summary tiles you selected.
Tiles respect security settings. If you select to show a tile which includes information that you do not have rights to view, the information does not appear in the tile.
If your screen is not wide enough for all of the tiles to display right to left, the tiles will wrap to appear on additional rows.
To temporarily minimize all of the tiles on a record, click Show less. To expand all the tiles, click Show more.