Quickly customize a screen you are viewing. All changes will affect the view for everyone on your account.
On a screen's title bar is a customize button. This will allow for everyday screen changes while you work. For example:
list views and columns
moving, and adding fields
hide elements you don't need
All changes land straight onto the live screen. The Reset confirmation says changes affect everyone on the account.
đ Note: This is only available for screens built with Builder. Screens built with the older Designer interface will not have the Customize button.
Customizing the screen
On the screen you wish to customize, click the Customize button and then select Quick Customize with AI.
This will open up a panel on the right-hand side of the screen.
The x icon will hide the panel.
This shows the screen you are currently working on.
Textbox to enter in your prompt.
The dropdown allows you to switch between Build mode and Ask mode. Customize defaults to Build mode.
âď¸Remember: AI can make mistakes. Review before applying changes.
Prompt tips
Use the label you see on screen. However, words used in context will work. For example, âinternal notesâ found the field labelled Memo (Internal).
Say exactly where you wish to place things:
âbelow Opportunityâ
ânext to the Sync with QuickBooks toggleâ
âto the first positionâ
Give new views a name:
âa view called High-value estimatesâ
One change per request. Check it, then ask for the next one.
If adding or updating a record, save it before prompting the AI.
Example prompts
The following are example prompts you can try on a list screen which will make changes to the list screen. Remember, customizations affect everyone on the account.
đ Note: For some of these prompts, you may need to reload the screen after the change has been made.
Task | Prompt |
Views on a list |
|
Create a view with a filter and a sort | I want a view called High-value estimates with estimates over $20,000, highest first. |
Choose which columns a view shows | In this new view only show customer, notes and amount. |
Rename a view | Rename the My Estimates view to Primer mine. |
Create a view with a filter | Create a view called Primer small with estimates under $5,000. |
Hide a view | Hide the Primer small view. |
Columns on a list |
|
Add a column | Add the Terms column to the estimates list. |
Move a column | Move the Customer column to the first position. |
Change rows per page | Show 10 estimates per page. |
Add a column total | Add a total to the Amount column. |
Fields on a record screen |
|
Move a field | Move internal notes below Opportunity. |
Rename a field | Rename it to Production notes. |
Make a field required | Make Expiration date required. |
Add a checkbox next to another control | Add a Site measurements confirmed checkbox next to the Sync with QuickBooks toggle. |
Hide a field | Hide the Tags field. |
Make a field read-only | Make the Estimate # field read-only. |
Add a new Dropdown field with choices | Add a Primer priority dropdown with High, Medium and Low below Expiration Date. |
View your changes
The following prompts will help manage the changes on a customized screen.
Task | Prompt |
Reverses your most recent change. | Undo |
Lists the changes made to this screen. | Show customizations |
Removes all customizations and restores the screen to its original state. This will affect every user on the account. | Reset to stock |
Note for Customizers
If you are used to customizing, you may be aware that stock pages have versions, and any changes you make are done on a new copy of the page.
This is not true with Quick Customize with AI. All changes are patched onto the live screen. In order for you to see these changes, or undo the changes, you will need to refer to the previous section.
Furthermore, if you were to customize the screen yourself, all changes made will be merged into the copy you create to edit.