Screen designerNEW
A record’s detail screen doesn’t have to be the same for everyone or defined by a programmer. With the WYSIWYG designer you drag and drop blocks to build exactly what each profile sees: fields, related lists, comments, attachments, widgets, buttons and tabs, each in the spot that makes sense. The layout is per profile, with visibility rules per block, and it’s all no-code.
- Drag-and-drop designer: place fields, lists, comments, attachments, widgets, buttons and tabs.
- Layout per profile: each team sees the screen designed for their work.
- Per-block visibility rules, without writing a single line of code.
Free in Sellio, you only pay for the machine
Building the record screen per profile, with drag and drop, is usually a feature of the priciest plans. On Sellio the screen designer is part of the free plan: you only pay for the machine.
Each profile sees what matters
Layout per profile cuts the noise and puts exactly the fields, lists and widgets of that person’s work in front of them.
Faster adoption
Clean, tailored screens shorten the learning curve, so the team understands the record without long training.
Not a single line of code
The whole designer is drag and drop, so whoever configures the CRM builds the screen on their own, without depending on development.
Fine visibility control
Per-block rules hide or show components by profile, protecting what’s sensitive without duplicating objects.
Change on the spot
Because it’s WYSIWYG, adjusting the screen is a matter of minutes that goes live with no release and no waiting.
True WYSIWYG: you build the screen seeing the result, not editing a configuration file.
Layout per profile: the same object gets different screens for sales, support or management.
Per-block visibility: each component shows only to those who should see it, without duplicating objects.
A per-profile screen designer is usually an advanced-tier feature; here it’s already included.
The right screen for each person
A rep, a support agent and a manager look at the same customer with different eyes. With layout per profile, each opens a screen built for their work: the fields they use, the lists that matter, the widgets that help. No scrolling through irrelevant sections hunting for the right information.
Design while seeing the result
The designer is WYSIWYG and no-code: you drag blocks and see the screen take shape right away, exactly as the user will see it. Place fields, comments, attachments, buttons and tabs with the mouse, apply per-block visibility rules and publish. No editing raw configuration, no depending on development.
- 1
Open the screen designer for the object you want to configure.
- 2
Drag blocks, fields, lists, comments, attachments, widgets, buttons and tabs into place.
- 3
Set the layout per profile and the visibility rules of each block.
- 4
Publish and each profile starts seeing the screen designed for them.
Sales and support on the same customer
Sales sees pipeline, proposals and next steps; support sees tickets, SLA and history. Layout per profile delivers each view without creating two objects.
A record overloaded with fields
With dozens of fields, the designer organizes everything into tabs and blocks, keeping the essentials at hand and tucking away the rest.
Sensitive information for a few
A block with financial data shows only to the management profile, thanks to per-block visibility rules.
Do I need to code to build the screen?
No, the designer is drag and drop, fully no-code; whoever configures the CRM builds the screen on their own.
Can I have different screens for different teams?
Yes, the layout is per profile, so sales, support and management see screens designed for their own work.
What can I place on the screen with the designer?
Fields, related lists, comments, attachments, widgets, buttons and tabs, each in the spot that makes sense.
Can I hide a block of sensitive information from certain profiles?
Yes, per-block visibility rules show or hide components by profile, without duplicating objects.
Is this feature premium or included in the CRM?
It's included; a per-profile screen designer is usually an advanced-tier feature elsewhere, here it's already in the CRM.
Do screen changes go live right away or do I need to wait for a release?
Since it's WYSIWYG, the adjustment is a matter of minutes that goes live with no release and no waiting.
Does this help when a record has dozens of fields?
Yes, the designer organizes everything into tabs and blocks, keeping the essentials at hand and tucking away the rest.
Do I see the result while I build the screen, or only after publishing?
You see it right away: it's true WYSIWYG, the screen takes shape as you drag the blocks.
Does this shorten training time for a new team?
Yes, clean, tailored screens shorten the learning curve, so the team understands the record without long training.