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Configuring the profile header action buttons

Choosing which actions show directly in the header versus in the overflow menu.

Written by Amogh Balikai

The profile header includes a row of action buttons showing few directly and the rest are tucked into the overflow (⋯) menu.

Steps:

  1. Open the Layout Editor for the view you're configuring.

  2. Find the action buttons section above the card columns, click on the overflow (⋯) menu, and then on Control Action Visibility.

  3. Choose which actions appear directly and which fall into overflow, along with the order then publish.

Example: A high-volume sourcing team might prioritize "Send Email" and "Schedule Meeting" as visible buttons, pushing less-used actions like "Create Task" into overflow.

Things to know:

  • This is a per-view setting, so different teams can prioritize different actions.

  • Actions a user doesn't have permission for are hidden entirely from the menu, not shown greyed out — so header configuration doesn't override permissions.

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