Your contact records should be easy to read, easy to manage, and set up in a way that matches how your business actually works. These updates give you more control over your CRM contact page, so you can organize important details, reduce clutter, and help your team find the right information faster.

📌 Why This Matters

When your contact page is crowded or arranged in a way that does not fit your day-to-day process, it slows everything down. A more flexible layout helps you focus on the details that matter most, whether that is ownership, tags, important custom fields, or quick actions. That means less time clicking around and more time following up with leads, serving customers, and closing sales.

✨ What’s New

• Resizable panels: Adjust panel widths so your contact page fits the way you and your team prefer to work. The left panel can now be expanded for better visibility.
• Owners and followers managed separately: Show only owners, only followers, both, or neither on the contact card depending on what is most useful for your business.
• Custom fields on the contact card: Add up to two custom fields directly to the contact card so key details are visible at a glance. These appear as read-only, while edits still happen in the All fields area.
• Flexible tag placement: Choose whether tags appear in the left panel or center panel so they do not take up space where you need other information.
• Customizable tabs: Rename and reorder tabs like Actions and All fields so they better match how your business handles contacts.
• Dynamic tabs open expanded: Any module inside a dynamic tab will now be visible by default when opened, making important information easier to see right away.

🛠️ How to Use It

1. Step 1: Open a contact record in your CRM and review your current layout to see which sections feel crowded or less useful.
2. Step 2: Resize the panels so your team can better view the information they use most often.
3. Step 3: Decide whether owners, followers, or both should appear on the contact card based on your business workflow.
4. Step 4: Add up to two important custom fields to the contact card for quick reference, such as membership type, service interest, or account status.
5. Step 5: Move tags to the panel that makes the most sense for your layout and rename or reorder tabs so your team can navigate records more easily.
6. Step 6: Test the updated layout with your team to make sure the most important customer details are easy to find during calls, follow-ups, and support conversations.

💡 Pro Tip

Place the two most sales-relevant custom fields on the contact card so your team can spot buying intent or account status faster and respond before opportunities go cold.