Using the Contact Overlay in Captivation Hub

Overview

The Contact Overlay in Captivation Hub lets you view a contact's details and conversation history without navigating away from the page you're on. It's available from Opportunities and Appointments, so you can check on a contact mid-workflow and get right back to what you were doing.

Where It's Available

Appointments: From the Appointment List View, clicking the contact associated with an appointment opens their details in the overlay. Helpful when you want to review conversation history before a scheduled call or service.

Opportunities: From the Opportunities board or list, clicking the contact name opens the overlay while keeping your pipeline view in context.

Single-Column and Two-Column Views

Once the overlay is open, you can choose how much information to display:

• Single-column view — A compact view showing contact details and right-panel features.
• Two-column view — Expands the overlay to show Contact Details alongside a Conversations panel, so you can see message history without leaving the page.

Switch between them using the layout control at the top of the overlay. These display options are specific to the overlay and are separate from any Contact Detail Page layout settings you've configured.

How to Open the Contact Overlay

1. Go to Opportunities or Calendars > Appointment List View.
2. Find the record you want to check.
3. Click the contact name or contact icon associated with that record.

4. The Contact Overlay opens on the current page.
5. Review contact details and conversations as needed.
6. Use the layout control at the top to switch between Single column, Two column, or Go to Contacts Page.

7. To open the full contact record in a new tab, click the Open contact in new tab icon.
8. Click the X to close the overlay and return to your Opportunities or Appointments page.

Frequently Asked Questions

Does the overlay replace going to the full Contact Detail Page?
No. It gives you quick in-context access, but you can always open the full Contact Detail Page from the overlay when you need the complete record.

Will my Contact Detail Page customizations show in the overlay?
Yes. The overlay reflects your Contact Detail Page layout, so the experience stays consistent.

Are Single-column and Two-column the same as Contact Detail Page layout settings?
No. These are overlay-specific display options. Your Contact Detail Page layout is configured separately.

Can I switch between views after opening the overlay?
Yes. Use the layout control at the top of the overlay to switch between Single column and Two column at any time.

Is the overlay available everywhere I see a contact name in Captivation Hub?
Currently the overlay is available from Opportunities and Appointments only.