Contact Details Customization Enhancement

Modified on Fri, 26 Jun at 2:52 PM

Overview

We've rolled out a new set of enhancements to Contact detail page customization, giving you greater flexibility to personalize layouts, optimize space utilization, and tailor the contact experience to your workflow. These updates make the contact record more adaptable while preserving a clean and efficient user experience.

What's new

1Resizable panels
- Panels can now be resized to better fit your workflow.
- The left panel is no longer restricted to a narrow width and can be expanded as needed.
2Owners & Followers decoupled
- Owners and Followers can now be managed independently.
- Choose to display only Owners, only Followers, both, or neither on the contact card.
3Custom fields in contact card
- Add any two custom fields directly to the contact card for quick visibility.
- These fields are displayed in read-only mode.
Tip
To edit custom field values, continue using the All fields tab.
4Flexible tag placement
- Tags no longer have to occupy space in the contact card.
- You can now choose to display tags either in the left panel or the center panel, depending on your preferred layout.
5Customizable tabs
- The Actions and All fields tabs can now be renamed.
- Tabs can also be reordered to better match your team's workflow.
6Dynamic tabs open by default
Any module placed within a Dynamic Tab will now be expanded and visible by default when the tab is opened.

What's next

We will be allowing the freedom to place a module more than once on the same page. You'll be able to place the module in any of the panels.
User permissions for adding or editing the customized views.
On clicking the email icon, the TheraSaaS email composer will open rather than the system default email composer.

Where to customize

Open any contact record and use the customization controls on the contact detail page to resize panels, place fields and tags, and rename or reorder tabs to fit your workflow.

Need help?

If a customization option isn't appearing as expected or a saved layout isn't applying correctly, contact support and include the contact record and the specific setting you were adjusting.