How to Reorder Your CRM Sidebar in Carly
Use Move up or Move down in an object’s ⋯ settings menu to change its position in Carly’s CRM sidebar. The order is saved for that workspace, so you can put Deals, or an object you’ve renamed, above People.
Move an object above People
- Open Carly’s CRM and select the workspace you want to organize.
- Find the object under Records. On a narrow screen, tap CRM menu to show the sidebar.
- Click the ⋯ settings button beside the object’s name.
- Choose Move up. The object moves above the previous visible object in that section.
- Repeat until it is in the position you want. If Deals starts below Companies, moving it above People takes two moves.
- Reload the page to check the saved order.
Screenshot from the actual Carly application using a test account.
Choose Move down to move the object the other way. At the top of a section, Move up is absent; at the bottom, Move down is absent. You can operate the settings button and menu with a keyboard as well as a pointer.
The order belongs to the workspace
In a team workspace, teammates see the same saved object order. Your Personal CRM keeps its own order. You need permission to manage the workspace’s CRM to change it.
Objects move within their existing section: Records stays separate from Custom. A hidden object retains its saved position when shown again. New objects appear after objects whose order has already been saved in that section.
Moving an object does not rename it, move its records, change its stages, or reorder cards inside a board. For those tasks, see renaming a CRM object or sorting records and saving a view.
Ask Carly to move it
You can ask:
In our Studio workspace, move Deals before People in the CRM sidebar.
Use the object’s current name or identify the original Deals object if you’ve renamed it. A restricted agent may need broader CRM access to update the shared sidebar order. The website uses your own workspace permissions.
Troubleshooting
Why did the order change for a teammate too?
Sidebar order is shared within a team workspace. It is not a private preference for each team member.
Why are the cards still in the same order?
The sidebar controls navigation between objects. Use the Sort control inside an object’s table or board to reorder its records.
Why is Move up missing?
The object is already first among the visible objects in its section. It cannot move from Custom into Records using this control.
Last verified: November 12, 2026.
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