If users click the View Dashboard icon from the Customer Record, user is redirected to a portlet showing the customer information. User would like to arrange the order of the fields from this view.
Customize the Dashboard Customer Form:
1. Navigate to Customization > Forms > Entry Forms.
2. Locate Dashboard Customer Form > click Customize.
3. On the Name field, enter a new name for Dashboard Customer Form.
4. Mark Form Is Preferred check box.
5. Click Fields tab and arrange the order of the fields as necessary.
6. Click Save.