Managing customer information is a crucial part of running a small business. A well-designed contact detail page can make it easier and faster to keep everything organized, so you can focus more on your customers and less on managing data.

📌 Why This Matters

When all the important customer details are easy to find and update, you save time and reduce errors. An efficient layout means less clicking around and more time building relationships, closing sales, and growing your business.

✨ What’s New

• Modern, Unified Design: A clean, consistent layout that groups related information like companies, opportunities, and custom details all in one place, making it easier to see everything at a glance.
• Performance Upgrades: Faster loading times and smooth transitions with panels that collapse or expand to fit your preferences.
• Auto-Save Feature: Changes you make save automatically as soon as you leave a field—no more clicking “Save” repeatedly.
• Simplified Navigation: Clear tabs for all fields, do-not-contact status, and actions, with search and filter options to keep things tidy.
• Actionable Panels: Update or delete contacts and edit profile pictures right from the main screen, plus add or change related opportunities and companies without switching pages.
• Productivity Features: Keyboard shortcuts to move quickly between contacts and a sticky save bar that keeps editing tools visible as you work.

🛠️ How to Use It

1. Step 1: When viewing a customer’s details, explore the unified page layout where you’ll find all key information like their name, tags, and associated companies in one easy-to-navigate area.
2. Step 2: Edit any detail directly on the page—you don’t need to click save because changes save automatically as you move between fields.
3. Step 3: Use the left panel to update or delete contacts quickly or change a profile picture without leaving the page.
4. Step 4: Add or manage opportunities and other related details inline for smoother workflow without switching screens.
5. Step 5: Take advantage of keyboard shortcuts to flip through contacts faster and rely on panels that remember your layout preferences to keep your workspace just the way you like it.

💡 Pro Tip

Keeping customer information updated and easy to access can help you respond faster to opportunities and build stronger relationships that lead to more sales.