How do I customize the contact detail page layout for my team?

Account admins can create different contact page layouts, called views, for different roles. For example, an intake coordinator might need the conversation, tasks and opportunities front and center, while a community liaison needs company links and notes.

Note: only account admins can create and manage views. You can have up to 5 views, plus a default view that cannot be removed.

Create a view

1. Go to Contacts, then Smart Lists.
2. Click the three-dot menu and select Settings.
3. Open the Customize Contact detail view tab.
4. Click + Add View and name it, for example Intake or Community Liaison.
5. Assign the users who should see it. Each user can be in only one view. Users not assigned go back to the default.
6. Click Create.

Use the three-dot menu on a view to rename, duplicate, delete or manage its users. Manage all users shows every assignment in one place.

Arrange the layout

• Contact card (top): choose and order phone, email, address, owner, followers, tags and up to two custom fields. Custom fields here are read-only. You can also hide the Delete button to prevent accidental deletions.
• Left panel: rearrange and rename folders, hide fields that are not relevant and add back removed fields with Add.
• Dynamic tab: put one high-priority module, such as Opportunities, in its own tab for quick access.
• Center panel: drag modules here from the Actions tab or right panel. Show them as tabs or as a dropdown. Conversations always stays in the center.
• Right panel: reorder modules. Actions modules cannot be moved here.

Pick a panel layout

• Three-panel view (default): left, center and right panels.
• Two-panel view: merges right panel modules into the center for a more compact page. Switching back restores your previous arrangement.

Check the live preview, then click Save.

Tips

• Create views by role: intake, community liaison, scheduling and leadership.
• Keep the tools each role uses most in the center panel.
• Hide fields nobody uses to reduce clutter.
• Hidden fields and modules can always be added back.

Have a question about your own account? Submit a ticket and our team will follow up.