Contact Detail Page Tour
The contact detail page is the central workspace for everything related to a single person in your CRM. It replaces a single long-scrolling page with a three-panel layout that keeps different types of information in dedicated columns. This page explains what lives where and how to work efficiently inside a contact record.
Layout overview
Section titled “Layout overview”
Opening any contact record shows three side-by-side panels:
| Panel | What’s here |
|---|---|
| Left | Profile fields, custom fields, DND settings, and quick action utilities |
| Center | Full conversation and activity history; compose area for new messages, notes, and calls |
| Right | Contextual modules — Activities, Associations, Opportunities, Tasks, Notes, Appointments, Documents, Payments |
The right panel is collapsible (press Esc to collapse it) and remembers which tab you had open the last time you visited.
Left panel: Contact information
Section titled “Left panel: Contact information”
The left panel is where you read and edit core contact data.
- Profile picture — click the image area to update it.
- Name, email, phone, tags — click any field to edit inline.
- DND tab — configure do-not-disturb preferences per channel.
- Actions tab — quick utilities such as adding the contact to a workflow, managing opportunities, or accessing the client portal.
Two controls at the top of the left panel help manage visual clutter:
- Hide Empty Fields toggle — collapses fields that have no value so you only see what’s filled in.
- Search Fields & Folders — type to jump directly to any field or folder instead of scrolling.
Center panel: Conversations and activities
Section titled “Center panel: Conversations and activities”The center panel shows the complete chronological history of every interaction with this contact: messages (SMS, email, chat), calls, notes, appointments, workflow events, and stage changes. The most recent activity is at the top.
From the center panel you can:
- View all messages and activity in one unified thread.
- Compose a new message, log a call, or add a note without leaving the contact record.
- Track appointments, opportunity updates, and form submissions inline.
Right panel: Action modules
Section titled “Right panel: Action modules”The right panel is organized into tabs. Each tab surfaces a specific type of data:
- Activities — appointments, form submissions, and activity log events.
- Associations — add, remove, or view linked Companies and Custom Objects.
- Opportunities — all deals linked to this contact, in a dedicated tab below Associations.
- Tasks — create, edit, or complete contact-specific to-do items.
- Notes — log call summaries, reminders, or context notes.
- Appointments — view upcoming and past meetings.
- Documents — files sent to or received from the contact.
- Payments — invoices, subscriptions, and payment history.
Auto-Save
Section titled “Auto-Save”Auto-Save removes the need to click a manual Save button after editing contact fields. When enabled, edits are committed automatically the moment you leave a field.
Enabling Auto-Save
Section titled “Enabling Auto-Save”- Open any contact record and make an edit — a Save bar appears at the bottom.
- Click the kebab menu (three dots) and choose Enable Auto-Save.
- Confirm in the modal. The setting applies to all users in the account.
Admins can also toggle it from Settings → Contacts → Details Tab → Auto-Save.
Once enabled, the activity log records all changes automatically, so there is always a full audit trail. To revise an auto-saved change, simply edit the field again.
Keyboard shortcuts
Section titled “Keyboard shortcuts”| Shortcut | Action |
|---|---|
→ / ← | Move to the next or previous contact in the list |
Esc | Collapse the right panel |
Ctrl+S / Cmd+S | Manual save (when Auto-Save is off) |
Quality-of-life details
Section titled “Quality-of-life details”- Panels remember state — collapsed or expanded state persists between visits, so you don’t have to reconfigure your layout each time.
- Inline associations — Companies and Custom Objects are editable directly on the contact page without navigating elsewhere.
- Consistent empty states — every module (Tasks, Notes, Documents, Payments) shows a clear empty state rather than a blank area when no data exists yet.