Contact page customization is now available in labs for all users.
What’s new?
- Fully customizable contact detail page layouts for users and admins.
- Ability to create up to 5 different views per account.
- Assign views to specific users or entire groups (Admins, Users)
- Choose between 2-panel or 3-panel layouts
- Configure modules as tabs or dropdowns
- Reorder/Drag and drop modules across panels
- Enhanced contact card with key information like email, phone number, and address
- Any module can be placed between the All fields and the Actions tab
- Show/hide custom fields and folders based on need and relevance for the users
How it works
- First, enable contact page customization from labs. Go to Settings > Labs > Contact Page Customization (Activate)
- Now, go to: Settings > Objects > Contacts > clic three dots > Edit > Customize contact detail view
- Create and configure a custom view.
- Design layouts by rearranging modules, choosing panel structures, and selecting display formats (tabs/dropdowns).
- Customize visibility of custom fields and folders.
- Assign views to individual users or entire user groups.
- Users will automatically see the layout assigned to them when accessing contacts.
Why does it matter?
Previously, all users had to work with a single, fixed layout — regardless of their role or workflow. With this update, you can now:
- Tailor the contact experience based on roles and responsibilities
- Surface the most important information front and center
- Reduce clutter by hiding non-essential fields
- Improve team productivity with layouts designed for how they actually work
What’s next?
- Snapshots for custom views
- Manage which users and admins can create custom views
- Panel resizing
- Any module can appear multiple times on the page
- Module renaming
- Renaming 'Actions' and 'All fields' tab
- Allowing tags to be a stand-alone card that can be moved in any of the panels
This is just the beginning of making your CRM truly adaptable to your business.
