Docs: Organize Layout for CRM field groups (CRMAAS-3083)

[haleyserrano]

JIRA

CRMAAS-3083 — Create the Organize Layout page

Classification

UI/UX change — new admin configuration page for arranging CRM field layout.

Repo targeted

Partner Center (partner-facing) — this feature is reached via Administration → CRM Objects in Partner Center, the same area used to create custom objects and configure their fields (see crm/contacts/index.mdx and crm/custom-objects.mdx).

Summary of documentation updates

Documented the new Organize Layout page in the existing CRM custom objects article:

• New "Organize field layout" section explaining how to open the page for a CRM object type (standard or custom) and what it lets you do (arrange fields into groups, set field order within a group, set sort order for unassigned fields, reset to default)

Existing docs updated vs. new docs created

Updated existing docs only — no new page created.

Placement reasoning

docusaurus/docs/crm/custom-objects.mdx already documents the Administration → CRM Objects area and the "configure its fields" step for a CRM object type. Organize Layout is a new capability within that same admin workflow (applying to standard objects like Contacts/Companies as well as custom objects), so it was added as a new section there rather than a standalone page — keeping it beside the related "Create a custom object" workflow.

Acceptance criteria coverage

The ticket contains a single description line (no itemized acceptance criteria in JIRA): "Build the Organize Layout configuration page where admins arrange field groups, order fields, and set the unassigned sort order for a CRM object type, backed by the GetFieldLayout / UpsertFieldLayout / ResetFieldLayout APIs." All three user-facing capabilities described (arrange field groups, order fields, set unassigned sort order) are covered in the new section. Internal API/RPC names were intentionally omitted from the user-facing doc.

Figma / images

None were provided with this ticket. No screenshots were added — flagging this as a follow-up opportunity once the feature is available to add a screenshot.

Skills used

None of this repo's skills applied directly to this edit; changes followed the repo's markdown conventions in CLAUDE.md (no > characters, sentence-case headings, ::: callouts) manually.

Assumptions / limitations

• The parent epic (CRMAAS-3081, "Field Layout") is still in To Do status, even though this story and its sibling (CRMAAS-3082) are Done. The only other open sibling ticket (CRMAAS-3084) extends field layout into account templates — it's an additive feature, not a gating/eligibility/feature-flag ticket, and the epic has no Product-Roadmap label. Proceeding on that basis, but flagging the epic's incomplete status here per the rollout-check step.
• Could not confidently identify the PR reviewer: no GitHub PRs are linked to this JIRA ticket, and this session's GitHub access doesn't extend to the code repo. Not tagging a code-author reviewer to avoid mis-tagging someone outside the org.
• No source material (Figma, ticket detail) specifies the exact UI copy for buttons/labels beyond "Organize Layout" (from the ticket title) — wrote the navigation steps generically and consistent with this doc's existing style for the CRM Objects area.
• Note: a separate existing article (administration/data-management/crm-objects/index.mdx) is also titled "CRM Objects" but documents a distinct feature (custom fields for accounts/users/orders/products). This PR does not touch that article, as it does not cover Contact/Company/custom-object field layout.

@ahnikakuse @haleyserrano @maryam6samadi

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