Contacts & Smart Lists · 1 min read
How to Customize the Contact Details Page
Admins can change how contact records look so each team sees what matters to them. You do this with views.
Views
- You can create up to 5 views.
- Only admins can create and manage views.
- The Default view can't be changed.
- Each user is assigned one view in Manage Users.
Page layout
Every view has four parts:
- Contact card at the top with key details.
- Left panel for standard fields, custom fields, and folders.
- Center panel for the main modules. Conversations always stays here.
- Right panel for extra modules such as tasks, notes, or appointments.
Create a view
- Open any contact.
- Click the customize option for the page.
- Click to create a new view and name it.
- Drag fields and folders in the left panel into the order you want. Hide fields people don't use.
- Move modules between the center and right panels.
- Choose whether users of this view can delete contacts.
- Save.
Assign the view
Open the view's settings and pick users, or go to Settings > My Staff and choose a view for each user. You can see and change who is on each view at any time.
Tips
Keep the most-used fields at the top. Build one view per role, such as sales or support, rather than one per person.