Customize the Contact Detail Page

Contact record layouts are not one-size-fits-all. A sales rep needs quick access to Opportunities and call logs; a support agent needs notes and conversation history front and center; an admin might want everything visible at once. The Contact Detail Page customization tool lets you create up to five distinct views and assign each one to the right users — all without touching individual contact records.

Note

Only admins can create and manage views. Individual users see whichever view an admin has assigned to them.

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What you can control

Each customized view governs four areas of the contact record:

• Contact Card — the top strip showing name, phone, email, tags, owner, and followers
• Left Panel — custom fields, standard fields, and field folders
• Center Panel — the primary workspace (Conversations is always anchored here and cannot be removed)
• Right Panel — additional modules such as Tasks, Notes, Appointments, Documents, and Payments

You can also choose between a Three-Panel View (default) and a Two-Panel View that merges the right panel into the center panel for a more compact layout.

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How to create and assign a view

Step 1: Open the customization settings

1. Go to Contacts and open Smart Lists.
2. Click the three dots menu, then Settings.
3. Select the Customize Contact Detail View tab.

Step 2: Create a new view

1. Click + Add View.
2. Enter a descriptive View Name — something that reflects the role it serves, like “Sales Team” or “Support”.
3. Assign users to the view. Each user can belong to only one view at a time; removing a user returns them to the default view.
4. Click Create.

Once a view exists, click its three dots to rename it, duplicate it, manage its users, or delete it. Use Manage all users for a global overview of who is assigned where.

Step 3: Customize the layout

Select the view you want to edit and adjust each section:

Contact Card

• Add or hide fields: phone number, email address, contact address, owner, followers, tags.
• Reorder visible items by dragging them.
• Optionally disable the Delete button to prevent accidental contact removal.
• Note: only the primary phone number and primary email address can appear here.

Left Panel

• Rearrange or rename field folders.
• Hide fields that are irrelevant for this role.
• Restore hidden fields at any time using the Add button.

Dynamic Tab (optional)

• Assign one high-priority module — such as Opportunities or Client Portal — to a dedicated tab that appears between All Fields and Actions.
• Placing a module in the Dynamic Tab removes it from its previous location.

Center Panel

• Drag modules from the Actions tab or right panel into the center.
• Actions modules can move to the center panel but cannot move to the right panel.
• Choose between Tabs View (modules displayed as tabs) or Dropdown View (modules grouped under a dropdown menu).

Right Panel

• Reorder modules for quicker access.

Panel Layout

• Three-Panel View (default): left, center, and right panels all visible.
• Two-Panel View: right panel modules merge into the center panel. Switching back restores the previous arrangement.

Step 4: Save the view

Review the live preview to confirm the layout looks right, then click Save.

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Best practices

• Create separate views for each team role — Marketing, Sales, Support, and Admin typically have different needs.
• Keep high-priority modules in the center panel where they’re immediately visible.
• Hide unused fields in the left panel to reduce visual noise for each role.
• Use the Dynamic Tab for the single module a role accesses most — this saves them one click every time they open a contact.
• Disable the Delete button on any view where accidental deletions would be a problem.

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Limits and constraints

Item	Limit
Views per account	5
Who can create views	Admins only
Default view	Fixed; cannot be edited
Conversations module	Always in the center panel; cannot be moved
Actions modules	Can move to center panel only; not to right panel