This article provides a comprehensive guide on how to utilize the Overview feature effectively.

Unity® Entity Management has introduced a new feature to enhance the entity overview experience, allowing users to customize the displayed fields according to their roles and preferences.

How to Use Entity Overview Customization

Step 1: Locating the Edit Display Button

Upon entering an entity overview, users will notice a new "Edit Display" button located at the top of the page.
 

Step 2: Customizing Displayed Fields

Click on the "Edit Display" button to reveal a menu where users can select or deselect fields to be displayed. 
Review the list of available fields and choose the ones most relevant to your role or workflow. 
Remove unnecessary fields to streamline the overview and focus on essential information.

Step 3: Previewing Changes

After making adjustments, users can preview how the entity overview will appear with the selected fields. Ensure that the displayed information meets your requirements and provides a clear understanding of the entity's details.
 

Step 4: Applying Changes

Once satisfied with the customization, click on the "Apply" button to implement the changes. Allow the system a moment to process the modifications.

Viewing Customized Overview

Scroll down to explore the updated entity overview, tailored to your selected preferences. Enjoy a more concise and relevant display of information that aligns with your workflow needs.

User-Level Customization

It's important to note that the customization settings apply at the user level. Users will see their customized entity overviews across all entities within the platform.

Example Scenario

Suppose a user wants to focus on essential details such as company group, formation date, and tax ID number while excluding less relevant information like business address and trustee/partner details.

They can easily achieve this by utilizing the Edit Display feature to customize the entity overview according to their specific needs.