Learn how to use the Contact Detail page in GHL Customer Care to view activity, edit fields, and manage conversations, tasks, notes, and opportunities in one place.
4 min read836 words21 explained imagesUpdated Tue, 9 Jun at 5:29 AM
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The all-new GHL Customer Care Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place. This article explains what changed, why it matters, and how to start using productivity-boosting upgrades like Auto-Save, collapsible panels, and instant keyboard navigation.
Re-engineered from the ground up, the Contact Detail Page is the central workspace where you can review contact information, track conversations, log activities, and launch actions—now optimized for speed and usability. The redesign replaces endless scrolling with a three-panel layout, surfaces critical data at a glance, and remembers your personal view preferences for a truly streamlined CRM experience.
Key Improvements at a Glance
Modern design: Faster, consistent, and visually streamlined layout.
Auto-Save: Changes save automatically when you leave a field — no clicks needed.
Smart Navigation: Move between contacts using keyboard shortcuts.
Collapsible panels: Focus on what matters most, and the system remembers your layout.
Inline associations: View and edit Companies, Opportunities, and Custom Objects right from the contact page.
Cleaner right panel: Unified experience for Tasks, Notes, Documents, Payments, and Appointments.
Hide empty fields: Reduce clutter and view only what’s filled.
Search inside fields: Quickly locate data or folders.
Streamlined linked records: Access Opportunities from a dedicated tab in the right panel, with Companies and Custom Objects available under Associations.
Left Panel: Contact Information
This is where you’ll find and manage all the key details about your contact.
Key Actions: Edit the profile picture directly.
Left Panel: Contact Information (image 1 of 21)What this shows Key Actions: Edit the profile picture directly.What this showsIllustrates the "Left Panel: Contact Information" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Left Panel: Contact Information" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Key Actions: Edit the profile picture directly. Immediately after, the guide continues: Update contact details such as name, email, phone, and tags.Image 1 of 21What this coversKey Actions: Edit the profile picture directly.
Buttons and menus referencedDNDActions
Next stepUpdate contact details such as name, email, phone, and tags.
Update contact details such as name, email, phone, and tags.
Left Panel: Contact Information (image 2 of 21)What this shows Update contact details such as name, email, phone, and tags.What this showsIllustrates the "Left Panel: Contact Information" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Left Panel: Contact Information" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Update contact details such as name, email, phone, and tags. Immediately after, the guide continues: Use the DND tab to configure communication preferences.Image 2 of 21What this coversUpdate contact details such as name, email, phone, and tags.
Buttons and menus referencedDNDActions
Next stepUse the DND tab to configure communication preferences.
Use the DND tab to configure communication preferences.
Left Panel: Contact Information (image 3 of 21)What this shows Use the DND tab to configure communication preferences.What this showsIllustrates the "Left Panel: Contact Information" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Left Panel: Contact Information" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Use the DND tab to configure communication preferences. Immediately after, the guide continues: Use the Actions tab for quick utilities (like managing Opportunities, workflows and client portal).Image 3 of 21What this coversUse the DND tab to configure communication preferences.
Buttons and menus referencedDNDActions
Next stepUse the Actions tab for quick utilities (like managing Opportunities, workflows and client portal).
Use the Actions tab for quick utilities (like managing Opportunities, workflows and client portal).
Left Panel: Contact Information (image 4 of 21)What this shows Use the Actions tab for quick utilities (like managing Opportunities, workflows and client portal).What this showsIllustrates the "Left Panel: Contact Information" section of "Contacts – All-New Contact Detail Page".This animation appears in the "Left Panel: Contact Information" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Use the Actions tab for quick utilities (like managing Opportunities, workflows and client portal). Immediately after, the guide continues: When you update tags on a contact, GHL Customer Care saves changes only after you confirm them.Image 4 of 21What this coversUse the Actions tab for quick utilities (like managing Opportunities, workflows and client portal).
Buttons and menus referencedDNDActions
Next stepWhen you update tags on a contact, GHL Customer Care saves changes only after you confirm them.
Tips: Toggle “Hide Empty Fields” to focus only on filled data. Use Search Fields & Folders to jump straight to the information you need.
Tips: Toggle “Hide Empty Fields” to focus only on filled data. Use Search Fields & Folders to jump straight to the information you need. (image 5 of 21)What this shows Use the Actions tab for quick utilities (like managing Opportunities, workflows and client portal).What this showsIllustrates the "Tips: Toggle “Hide Empty Fields” to focus only on filled data. Use Search Fields & Folders to jump straight to the information you need." section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Tips: Toggle “Hide Empty Fields” to focus only on filled data. Use Search Fields & Folders to jump straight to the information you need." section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Use the Actions tab for quick utilities (like managing Opportunities, workflows and client portal). Immediately after, the guide continues: When you update tags on a contact, GHL Customer Care saves changes only after you confirm them.Image 5 of 21What this coversUse the Actions tab for quick utilities (like managing Opportunities, workflows and client portal).Next stepWhen you update tags on a contact, GHL Customer Care saves changes only after you confirm them.
Edit Contact Tags (Apply/Cancel confirmation)
When you update tags on a contact, GHL Customer Care saves changes only after you confirm them.
1. Open the Tags dropdown on the contact.
2. Select tags to add and deselect tags to remove.
Edit Contact Tags (Apply/Cancel confirmation) (image 6 of 21)What this shows 2.What this showsIllustrates the "Edit Contact Tags (Apply/Cancel confirmation)" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Edit Contact Tags (Apply/Cancel confirmation)" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 2. Select tags to add and deselect tags to remove. Immediately after, the guide continues: 3. Click Apply to save your changes.Image 6 of 21What to choose2. Select tags to add and deselect tags to remove.Next step3. Click Apply to save your changes.
3. Click Apply to save your changes.
4. Click Cancel to discard pending changes.
Center Panel: Conversations & Activities
This section shows the complete history of your interactions with the contact. You can:
View messages, calls, and notes in one place.
Track appointments, opportunities, and activity logs.
Quickly create new notes, send messages, or log calls.
Center Panel: Conversations & Activities (image 7 of 21)What this shows View messages, calls, and notes in one place.What this showsIllustrates the "Center Panel: Conversations & Activities" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Center Panel: Conversations & Activities" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: View messages, calls, and notes in one place. Track appointments, opportunities, and activity logs. Quickly create new notes, send messages, or log calls. Immediately after, the guide continues: The right panel is now fully collapsible and remembers your last active tab. You can access.Image 7 of 21What this coversView messages, calls, and notes in one place. Track appointments, opportunities, and activity logs. Quickly create new notes, send messages, or log calls.Next stepThe right panel is now fully collapsible and remembers your last active tab. You can access:All 3 steps in this procedure
View messages, calls, and notes in one place.
Track appointments, opportunities, and activity logs.
Quickly create new notes, send messages, or log calls.
Right Panel: Action Modules
The right panel is now fully collapsible and remembers your last active tab. You can access:
1. Activities - Track appointments, form submissions, and activity logs.
Right Panel: Action Modules (image 8 of 21)What this shows 1.What this showsIllustrates the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 1. Activities - Track appointments, form submissions, and activity logs. Immediately after, the guide continues: 2. Associations — Add, remove, or view Companies and Custom Objects.Image 8 of 21What this covers1. Activities - Track appointments, form submissions, and activity logs.
Buttons and menus referenced1. Activities -appointments, form submissions,activity logs.Associations. Opportunities4. Tasks5. Notes6. Appointments7. Documents8. Payments
Next step2. Associations — Add, remove, or view Companies and Custom Objects.
2. Associations — Add, remove, or view Companies and Custom Objects.
Right Panel: Action Modules (image 9 of 21)What this shows 2.What this showsIllustrates the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 2. Associations — Add, remove, or view Companies and Custom Objects. Immediately after, the guide continues: 3. Opportunities — View all opportunities linked to the contact in a dedicated tab below Associations.Image 9 of 21What this covers2. Associations — Add, remove, or view Companies and Custom Objects.
Buttons and menus referenced1. Activities -appointments, form submissions,activity logs.Associations. Opportunities4. Tasks5. Notes6. Appointments7. Documents8. Payments
Next step3. Opportunities — View all opportunities linked to the contact in a dedicated tab below Associations.3. Opportunities — View all opportunities linked to the contact in a dedicated tab below Associations.Right Panel: Action Modules (image 10 of 21)What this shows 3.What this showsIllustrates the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 3. Opportunities — View all opportunities linked to the contact in a dedicated tab below Associations. Immediately after, the guide continues: 4. Tasks — Create, edit, or check off contact-specific tasks.Image 10 of 21What this covers3. Opportunities — View all opportunities linked to the contact in a dedicated tab below Associations.
Buttons and menus referenced1. Activities -appointments, form submissions,activity logs.Associations. Opportunities4. Tasks5. Notes6. Appointments7. Documents8. Payments
Next step4. Tasks — Create, edit, or check off contact-specific tasks.
4. Tasks — Create, edit, or check off contact-specific tasks.
Right Panel: Action Modules (image 11 of 21)What this shows 4.What this showsIllustrates the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 4. Tasks — Create, edit, or check off contact-specific tasks. Immediately after, the guide continues: 5. Notes — Log key updates or client discussions.Image 11 of 21What this covers4. Tasks — Create, edit, or check off contact-specific tasks.
Buttons and menus referenced1. Activities -appointments, form submissions,activity logs.Associations. Opportunities4. Tasks5. Notes6. Appointments7. Documents8. Payments
Next step5. Notes — Log key updates or client discussions.
5. Notes — Log key updates or client discussions.
Right Panel: Action Modules (image 12 of 21)What this shows 5.What this showsIllustrates the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 5. Notes — Log key updates or client discussions. Immediately after, the guide continues: 6. Appointments — View upcoming or past meetings.Image 12 of 21What this covers5. Notes — Log key updates or client discussions.
Buttons and menus referenced1. Activities -appointments, form submissions,activity logs.Associations. Opportunities4. Tasks5. Notes6. Appointments7. Documents8. Payments
Next step6. Appointments — View upcoming or past meetings.
6. Appointments — View upcoming or past meetings.
Right Panel: Action Modules (image 13 of 21)What this shows 6.What this showsIllustrates the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 6. Appointments — View upcoming or past meetings. Immediately after, the guide continues: 7. Documents — View sent or received files.Image 13 of 21What this covers6. Appointments — View upcoming or past meetings.
Buttons and menus referenced1. Activities -appointments, form submissions,activity logs.Associations. Opportunities4. Tasks5. Notes6. Appointments7. Documents8. Payments
Next step7. Documents — View sent or received files.
7. Documents — View sent or received files.
Right Panel: Action Modules (image 14 of 21)What this shows 7.What this showsIllustrates the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 7. Documents — View sent or received files. Immediately after, the guide continues: 8. Payments — Track invoices, subscriptions, and transactions.Image 14 of 21What this covers7. Documents — View sent or received files.
Buttons and menus referenced1. Activities -appointments, form submissions,activity logs.Associations. Opportunities4. Tasks5. Notes6. Appointments7. Documents8. Payments
Next step8. Payments — Track invoices, subscriptions, and transactions.
8. Payments — Track invoices, subscriptions, and transactions.
Right Panel: Action Modules (image 15 of 21)What this shows 8.What this showsIllustrates the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Right Panel: Action Modules" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: 8. Payments — Track invoices, subscriptions, and transactions. Immediately after, the guide continues: Auto-Save is one of the most powerful new additions. When enabled, your edits are saved automatically the moment you leave a field — no manual “Save” click required.Image 15 of 21What this covers8. Payments — Track invoices, subscriptions, and transactions.
Buttons and menus referenced1. Activities -appointments, form submissions,activity logs.Associations. Opportunities4. Tasks5. Notes6. Appointments7. Documents8. Payments
Next stepAuto-Save is one of the most powerful new additions. When enabled, your edits are saved automatically the moment you leave a field — no manual “Save” click required.
Auto-Save: How It Works
Auto-Save is one of the most powerful new additions. When enabled, your edits are saved automatically the moment you leave a field — no manual “Save” click required.
Steps: Open any contact record. Make an edit — you’ll see a Save bar appear at the bottom. Click on "Enable Auto-Save" from the kebab (3 dots) menu.
Auto-Save: How It Works (image 16 of 21)What this shows Steps: Open any contact record.What this showsIllustrates the "Auto-Save: How It Works" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Auto-Save: How It Works" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Steps: Open any contact record. Make an edit — you’ll see a Save bar appear at the bottom. Click on "Enable Auto-Save" from the kebab (3 dots) menu. Immediately after, the guide continues: Click “Enable Auto-Save” when prompted.Image 16 of 21How to confirmSteps: Open any contact record. Make an edit — you’ll see a Save bar appear at the bottom. Click on "Enable Auto-Save" from the kebab (3 dots) menu.
Buttons and menus referencedyour edits are saved automaticallyStepsSave bar“Enable Auto-Save”
Next stepClick “Enable Auto-Save” when prompted.
Click “Enable Auto-Save” when prompted.
Auto-Save: How It Works (image 17 of 21)What this shows Click “Enable Auto-Save” when prompted.What this showsIllustrates the "Auto-Save: How It Works" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Auto-Save: How It Works" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Click “Enable Auto-Save” when prompted. For context, this section explains: Auto-Save is one of the most powerful new additions. When enabled, your edits are saved automatically the moment you leave a field — no manual “Save” click required. Immediately after, the guide continues: Confirm from the modal — this will apply the setting to your sub-account. Admins can also enable or disable Auto-Save from: Settings → Contacts → Details Tab → Auto-Save toggle.Image 17 of 21How to confirmClick “Enable Auto-Save” when prompted.
Buttons and menus referencedyour edits are saved automaticallyStepsSave bar“Enable Auto-Save”
Next stepConfirm from the modal — this will apply the setting to your sub-account. Admins can also enable or disable Auto-Save from: Settings → Contacts → Details Tab → Auto-Save toggle
Confirm from the modal — this will apply the setting to your sub-account. Admins can also enable or disable Auto-Save from: Settings → Contacts → Details Tab → Auto-Save toggle
Auto-Save: How It Works (image 18 of 21)What this shows Confirm from the modal — this will apply the setting to your sub-account.What this showsIllustrates the "Auto-Save: How It Works" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Auto-Save: How It Works" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Confirm from the modal — this will apply the setting to your sub-account. Admins can also enable or disable Auto-Save from: Settings → Contacts → Details Tab → Auto-Save toggle. Immediately after, the guide continues: Once enabled, all users in the sub-account will automatically save edits as they work.Image 18 of 21What to chooseConfirm from the modal — this will apply the setting to your sub-account. Admins can also enable or disable Auto-Save from: Settings → Contacts → Details Tab → Auto-Save toggle
Buttons and menus referencedyour edits are saved automaticallyStepsSave bar“Enable Auto-Save”
Next stepOnce enabled, all users in the sub-account will automatically save edits as they work.
Once enabled, all users in the sub-account will automatically save edits as they work.
Keyboard Shortcuts
Save time with these new shortcuts:
→ / ← — Move between contacts in the list.
ESC — Collapse right panel.
CTRL + S (or CMD + S) — Manual save (if Auto-Save is off).
Step 3 of 3: CTRL + S (or CMD + S) — Manual save (if Auto-Save is off)What this shows Step 3 of 3: CTRL + S (or CMD + S) — Manual save (if Auto-Save is off).What this showsShows how to confirm for step 3 of 3 in the "Keyboard Shortcuts" section of "Contacts – All-New Contact Detail Page".This screenshot accompanies step 3 of 3 in the "Keyboard Shortcuts" section of "Contacts – All-New Contact Detail Page". At this point in the walkthrough you CTRL + S (or CMD + S) — Manual save (if Auto-Save is off).Step 3 of 3Image 19 of 21How to confirmCTRL + S (or CMD + S) — Manual save (if Auto-Save is off).
Buttons and menus referencedCTRL + S (or CMD + S)→ / ←ESC
All 3 steps in this procedure
→ / ← — Move between contacts in the list.
ESC — Collapse right panel.
CTRL + S (or CMD + S) — Manual save (if Auto-Save is off). this image
Associations: Companies & Custom Objects
View and edit company details on the same page.
Associations: Companies & Custom Objects (image 20 of 21)What this shows View and edit company details on the same page.What this showsIllustrates the "Associations: Companies & Custom Objects" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Associations: Companies & Custom Objects" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: View and edit company details on the same page. Immediately after, the guide continues: Access all custom object relationships at a glance.Image 20 of 21What this coversView and edit company details on the same page.Next stepAccess all custom object relationships at a glance.
Access all custom object relationships at a glance.
Associations: Companies & Custom Objects (image 21 of 21)What this shows Access all custom object relationships at a glance.What this showsIllustrates the "Associations: Companies & Custom Objects" section of "Contacts – All-New Contact Detail Page".This screenshot appears in the "Associations: Companies & Custom Objects" section of "Contacts – All-New Contact Detail Page". The text alongside this image reads: Access all custom object relationships at a glance. Immediately after, the guide continues: Panels and tabs now remember your last state — no need to re-expand or collapse each time. Consistent spacing, typography, and component behavior for a professional, clutter-free look. Unified design language and empty states across all….Image 21 of 21What this coversAccess all custom object relationships at a glance.Next stepPanels and tabs now remember your last state — no need to re-expand or collapse each time. Consistent spacing, typography, and component behavior for a professional, clutter-free look. Unified design language and empty states across all modules (Tasks, Documents, Notes, Payments).
Quality of Life Enhancements
Panels and tabs now remember your last state — no need to re-expand or collapse each time.
Consistent spacing, typography, and component behavior for a professional, clutter-free look.
Unified design language and empty states across all modules (Tasks, Documents, Notes, Payments).
Frequently Asked Questions
Q: Will Auto-Save apply to everyone in my account? Yes. Once enabled by an admin, Auto-Save is active for all users in that sub-account.
Q: Can I revert changes saved by Auto-Save? You can always edit a field again — Auto-Save updates the record immediately, maintaining a complete activity log.
Q: Why can’t I see the “Enable Auto-Save” button? You may already have it enabled. Check under Settings → Contacts → Details Tab.
Frequently asked questions
What is the All-New Contact Detail Page?
Re-engineered from the ground up, the Contact Detail Page is the central workspace where you can review contact information, track conversations, log activities, and launch actions—now optimized for speed and usability. The redesign replaces endless scrolling with a three-panel layout, surfaces critical data at a glance, and remembers your personal view preferences for a truly streamlined CRM experience.
