Give users a customized set of fields on their contact record pages.
- Select Edit Page from a contact record
- Upgrade the page to use Dynamic Forms
- Use the Contact Layout as the source for the fields
- Remove these fields from the page:
- Fax
- Other Phone
- Home Phone
- Remove the Notes & Attachments related list from the Contact Layout page layout and replace it with the Files related list.
- Save and activate the page as the org default, and make it available to both desktop and phone users
Hello @Raheemkhan Mohmed,
You have to get out of the App Builder, go to Object Manager and select Contact > Page Layouts (on the left) > Contact Layout (under "page layout name" column) > select Related Lists (on the left) > scroll way down and click the minus (-) icon for "Notes & Attachments" > scroll back to the top > now you'll notice "Files" is enabled > drag "Files" down to where "Notes & Attachments" was (just below Campaign History) > Save
Now when you reload the contact page you will see "Files" in the Related List, instead of "Notes & Attachments".
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