Customizing Your Contact Detail Page

Contact page customization is now available in Labs for all users. This update gives you full control over how contact data is structured and viewed, so every team member sees the layout that works best for their role.

What's New

• Fully customizable contact detail page layouts for users and admins
• Ability to create up to 5 different views per sub-account
• Assign views to specific users or entire groups (Agency Admins, Agency Users, Account Admins, Account Users)
• Choose between 2-panel or 3-panel layouts
• Configure modules as tabs or dropdowns
• Reorder and drag-and-drop modules across panels
• Enhanced contact card with key information like email, phone number, and address
• Show or hide custom fields and folders based on relevance for each user

How to Enable and Configure

1. Enable Contact Page Customization from Labs
2. Go to Contacts → Settings → Customize Contact Detail View
3. Create and configure a custom view
4. Design your layout by rearranging modules, choosing panel structures, and selecting display formats
5. Customize visibility of custom fields and folders
6. Assign views to individual users or entire user groups

Why It Matters

Previously, all users had to work with a single, fixed layout. With this update, you can tailor the contact experience based on roles, surface the most important information front and center, and improve team productivity with layouts designed for how they actually work.

What's Coming Next

• Snapshots for custom views
• Control over which users and admins can create custom views
• Panel resizing
• Module renaming