Your CRM works best when your contact records match the way your business actually operates. With contact page customization, you can organize layouts, highlight the details your team needs most, and remove extra clutter so everyday work feels simpler and faster.

📌 Why This Matters

If every employee sees the same contact layout, it can slow people down and make important information harder to find. Custom contact views help you show the right details to the right people, whether someone needs quick access to phone numbers, billing details, notes, tasks, or custom fields. This makes your CRM easier to use, keeps records cleaner, and helps your team respond faster to customers.

✨ What’s New

• Custom contact layouts: Adjust the contact detail page to fit how your business wants to view customer information.
• Multiple saved views: Create up to 5 different contact views for your account based on different workflows or teams.
• User or team-based visibility: Assign specific views to individual users or user groups so each person sees the layout that fits their role.
• Flexible page structure: Choose between 2-panel or 3-panel layouts depending on how much information you want visible at once.
• Tabs or dropdowns: Decide how modules appear so the page feels cleaner and easier to navigate.
• Drag-and-drop organization: Move modules around to put the most important information front and center.
• Improved contact card: Keep key details like email, phone number, and address easy to spot.
• Better field control: Show or hide custom fields and folders based on what is actually useful to your team.

🛠️ How to Use It

1. Step 1: Turn on contact page customization in your CRM settings or labs area if it is not already enabled.
2. Step 2: Go to your contact settings and open the contact detail view customization area.
3. Step 3: Create a new view for the type of work you want to support, such as sales, support, or front desk use.
4. Step 4: Choose a 2-panel or 3-panel layout and decide whether modules should appear as tabs or dropdowns.
5. Step 5: Drag and drop modules into the order that makes the most sense for your day-to-day process.
6. Step 6: Show only the fields and folders your team actually needs so the page stays clean and useful.
7. Step 7: Assign the finished view to specific users or groups so they automatically see the right layout when opening a contact.

💡 Pro Tip

Set up your contact pages around the information your team uses during sales calls or service follow-ups, because faster access to the right details can lead to quicker responses, better customer experiences, and more closed business.