In a Customer Data Platform, customer data management usually begins with creating various fields based on business needs. As more fields are added, the data display can become crowded and less structured if it is not properly organized.

To support more structured and efficient data management, Mekari Qontak provides the Data Layout feature within the Customer Data Platform. This feature allows you to arrange the layout and control the visibility of customer information based on user roles or each team’s specific needs. As a result, each team will only see and manage relevant data, making workflows more efficient while also helping to maintain data security.

This feature is available on several pages, including the Add Single Customer Page, Customer Details Page, Edit Customer Page, Customer Profile in the Inbox side navigation, as well as Edit Customer Profile in the Inbox side navigation, both on the Website and Mobile applications (CRM Mobile and Chat Mobile).

For a complete explanation, please refer to the step-by-step guide below.

1. Log in to your Mekari Qontak account.
2. Then, select the "Settings" menu.
   
3. Next, click the "Customizations" sub-menu and choose "Customers".
   
4. On the “Customers” page, select “Open customer layout”.
   

5. After that, enter the layout name.
   

   The “Default View Layout” only displays fields that are automatically created by the system (Qontak’s default fields). Any additional fields created by users must be manually added to the layout.

   Important
   The “Default View Layout” cannot be deleted by anyone, including Admins.

6. Lalu Anda akan melihat rincian tampilan layout.
   

No.	Feature Name	Explanation
1	Available fields	Contains fields that are available and have not yet been added to the layout area. To add a new field, you can move it automatically by dragging and dropping it using the ‘six-dot icon’ into the layout area.
2	Search field name	A field used to search for the names of created fields.
3	Filter	Filters to help you easily find field names. You can filter the data based on: Description: The Filter Creator is used to filter data based on the field creator. With this filter applied, the Available Fields column will only display fields created by the selected creator. The Filter Field Type is used to filter data based on the field type.
4	Create field	Click the button to add a new field. You will be automatically redirected to the following field creation page. You can also learn more about how to add a field by clicking di sini.
5	Customer details layout	An area to arrange the fields that have been added. For your information, the “Address” field display already consists of the “Province”, “City”, “District”, “Subdistrict”, and “Zipcode” fields.
6	Default fields	This is a mandatory field that is available by default and cannot be edited.
7	'Six-dot' icon	Click the following icon to make it easier to rearrange the layout order.
8	'Three-dot' icon	It contains the following options: Description: Edit field: Edit the field. Set as required: Set the field as mandatory. Send to top: Move the field to the top position. Penting You cannot move a field into the default field area. Send to bottom: Move the field to the bottom position. Remove field: Remove the field.
9	Select field	Click this button to add available fields from “Available Fields”.
10	Preview	Click this button to preview how the layout will appear on the “Customers” page. Example of the preview that will be displayed:

7. Make sure all data is correct, then click “Save changes”.