When you Hover-over a record in the Breadcrumb Trail or when hovering over a Field like a Staff member's name a Pop-Up appears. This pop-up is called a Mini-Page Layout. Your System Administrator User can Edit or Add fields to your Mini-Page Layouts, making critical information visible to your Users.
In this Example, we will add to the Mini-Page Layout that appears when I hover over a Staff member's name. In the screen shot above, we are hovering over the Sales Rep 1 field on the Appointment record. This Field is a look-up to the Staff object.
You must be logged in as the System Administrator User. Navigate to the Staff object by clicking on the Admin Username in the upper-right corner. Click on Setup> expand Create > click on Objects, and click on the Staff Object.
Hover over Page Layouts and click on Page Layout Assignment. This will show which Page Layouts are currently in use by your Users.
In the Example above, our company is using two different Page Layouts. We'll want to Edit both of these.
Click on the name of the Page Layout to Edit it.
In the upper-right hand corner, click on Mini Page Layout:
The next page will show the available options to bring over to the Mini Layout.
Move the Fields you would like to be visible and move them to the Selected section using the Add button. You can change the ordering of the Fields using the Up and Down buttons.
