Customize the Contact Detail Page

Opening a contact drops you into a three-panel workspace: contact info on the left, conversations/activity in the center, action modules on the right.

Everyday conveniences

• Auto-save — edits save the moment you leave a field (toggleable).
• Keyboard navigation — arrow keys jump between contacts, Esc collapses panels, Ctrl+S forces a manual save.
• Hide Empty Fields — cut visual clutter.
• Search within the record.
• Remembered preferences — remembers which panels/tabs you had open.

Building a custom layout (admins)

1. Go to Contacts > Smart Lists, three-dot menu, Settings > Customize Contact Detail View.
2. Click + Add View, name it, assign to specific users (up to 5 views per account).
3. Customize sections: contact card, left panel, center panel, right panel, dynamic tab.
4. Choose an overall layout: default three-panel or a simpler two-panel view.
5. Review the live preview and save.

Only admins can create views; each user is assigned to exactly one view at a time.