Skip to content
Contacts

How to Customize the Contact Detail Page

This Guide Shows how to customize the Contact Detail Page in GHL Customer Care with views, panels, and role-based layouts to improve team workflows and efficiency.

7 min read1,541 words16 explained imagesUpdated Thu, 25 Jun at 9:14 AM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Key Benefits of Customizing the Contact Detail Page
  2. Views and Access Management
  3. Contact Detail Page Layout Structure
  4. How To Customize the Contact Detail Page
  5. Best practices for Customizing the Contact Detail Page
  6. Frequently Asked Questions
  7. Related Articles

Contact Detail Page customization in GHL Customer Care lets admins tailor contact records to match each workflow. This article explains how to create views, organize panels and modules, manage visibility, and assign layouts to users.

TABLE OF CONTENTS

What is Customizing the Contact Detail Page?

Contact Detail Page customization allows admins to tailor how contact records appear inside GHL Customer Care. With customizable views, admins can organize panels, choose which modules appear, control field visibility, and assign specific views to users. This makes it easier to create role-based experiences for roles such as Sales, Support, or Admin.

Note: Only admins can create and manage views.

Key Benefits of Customizing the Contact Detail Page 

  • Role-based views: Create different contact layouts for different users.

  • Better organization: Arrange modules, folders, and fields based on workflow priority.

  • Less clutter: Hide unnecessary fields and modules to simplify the page.

  • Improved efficiency: Surface frequently used tools in the center panel or Dynamic Tab.

  • More control: Limit delete access and assign the right view to the right users.

Views and Access Management

Views make it possible to create tailored layouts for different users while keeping administration centralized. Admins can decide which users see each layout and can set a default experience for the account.

  • You can create up to 5 views per account.

  • Only admins can create and manage views.

  • Default view is preset and cannot be changed.

  • Views are assigned to users through Manage Users.

  • You can review which users are mapped to each view and reassign them as needed.

Views and Access Management (image 1 of 16) What this shows You can create up to 5 views per account. What this shows Illustrates the "Views and Access Management" section of "How to Customize the Contact Detail Page". This screenshot appears in the "Views and Access Management" section of "How to Customize the Contact Detail Page". The text alongside this image reads: You can create up to 5 views per account. Only admins can create and manage views. Default view is preset and cannot be changed. Views are assigned to users through Manage Users. You can review which users are mapped to each view and reassign them as needed. Immediately after, the guide continues: The Contact Detail Page is divided into clear sections so admins can organize information based on how users work. Understanding each area helps you build layouts that are easier to navigate and maintain. Image 1 of 16 What this coversYou can create up to 5 views per account. Only admins can create and manage views. Default view is preset and cannot be changed. Views are assigned to users through Manage Users. You can review which users are mapped to each view and reassign them as needed.
Buttons and menus referenced up to 5 viewsadminscreatemanageviewspresetcannotbechangedManage Users
Next stepThe Contact Detail Page is divided into clear sections so admins can organize information based on how users work. Understanding each area helps you build layouts that are easier to navigate and maintain.
All 5 steps in this procedure
  1. You can create up to 5 views per account.
  2. Only admins can create and manage views.
  3. Default view is preset and cannot be changed.
  4. Views are assigned to users through Manage Users.
  5. You can review which users are mapped to each view and reassign them as needed.

Contact Detail Page Layout Structure

The Contact Detail Page is divided into clear sections so admins can organize information based on how users work. Understanding each area helps you build layouts that are easier to navigate and maintain.

Panels can also be resized so users can adjust the page based on their workflow. The left panel can be expanded when users need more room for fields, folders, or modules.

Contact Detail Page Layout Structure (image 2 of 16) What this shows Panels can also be resized so users can adjust the page based on their workflow. What this shows Illustrates the "Contact Detail Page Layout Structure" section of "How to Customize the Contact Detail Page". This animation appears in the "Contact Detail Page Layout Structure" section of "How to Customize the Contact Detail Page". The text alongside this image reads: Panels can also be resized so users can adjust the page based on their workflow. The left panel can be expanded when users need more room for fields, folders, or modules. Immediately after, the guide continues: Each view includes four main sections. Image 2 of 16 What this coversPanels can also be resized so users can adjust the page based on their workflow. The left panel can be expanded when users need more room for fields, folders, or modules.
Buttons and menus referenced Contact CardLeft PanelCenter PanelRight Panel
Next stepEach view includes four main sections:
All 4 steps in this procedure
  1. Contact Card: The top section that displays key contact details.
  2. Left Panel: Used for custom fields, standard fields, and folders.
  3. Center Panel: The primary workspace for major modules.
  4. Right Panel: Used for additional modules.

Each view includes four main sections:

Important: The Conversations module is fixed and always appears in the center panel.


  1. Contact Card: The top section that displays key contact details.

  2. Left Panel: Used for custom fields, standard fields, and folders.

  3. Center Panel: The primary workspace for major modules.

  4. Right Panel: Used for additional modules.

Contact Detail Page Layout Structure (image 3 of 16) What this shows Contact Card: The top section that displays key contact details. What this shows Illustrates the "Contact Detail Page Layout Structure" section of "How to Customize the Contact Detail Page". This screenshot appears in the "Contact Detail Page Layout Structure" section of "How to Customize the Contact Detail Page". The text alongside this image reads: Contact Card: The top section that displays key contact details. Left Panel: Used for custom fields, standard fields, and folders. Center Panel: The primary workspace for major modules. Right Panel: Used for additional modules. Immediately after, the guide continues: A thoughtful setup makes the Contact Detail Page easier to use and helps each user see the right information in the right place. Follow these steps to create and assign a customized view. Image 3 of 16 What this coversContact Card: The top section that displays key contact details. Left Panel: Used for custom fields, standard fields, and folders. Center Panel: The primary workspace for major modules. Right Panel: Used for additional modules.
Buttons and menus referenced Contact CardLeft PanelCenter PanelRight Panel
Next stepA thoughtful setup makes the Contact Detail Page easier to use and helps each user see the right information in the right place. Follow these steps to create and assign a customized view.
All 4 steps in this procedure
  1. Contact Card: The top section that displays key contact details.
  2. Left Panel: Used for custom fields, standard fields, and folders.
  3. Center Panel: The primary workspace for major modules.
  4. Right Panel: Used for additional modules.

How To Customize the Contact Detail Page 

A thoughtful setup makes the Contact Detail Page easier to use and helps each user see the right information in the right place. Follow these steps to create and assign a customized view.

Step 1: Navigate to the Customize Contact Detail View tab

  1. Click on the Contacts tab.
  2. Go to SmartLists
  3. Click on the three dots.
  4. Click onSettings.
    Step 4 of 5: Click on Settings What this shows Step 4 of 5: Click on Settings. What this shows Shows what to click for step 4 of 5 in the "Step 1: Navigate to the Customize Contact Detail View tab" section of "How to Customize the Contact Detail Page". This screenshot accompanies step 4 of 5 in the "Step 1: Navigate to the Customize Contact Detail View tab" section of "How to Customize the Contact Detail Page". At this point in the walkthrough you click on Settings. For context, this section explains: Click on the Contacts tab. Go to Smart Lists Click on the three dots. Click on Settings. Click on Customize Contact detail view tab. The next step is to click on Customize Contact detail view tab. Step 4 of 5Image 4 of 16 What to clickClick on Settings.
    Buttons and menus referenced SettingsContactsSmartListsthree dots.Customize Contact detail view
    Next stepClick on Customize Contact detail view tab.
    All 5 steps in this procedure
    1. Click on the Contacts tab.
    2. Go to Smart Lists
    3. Click on the three dots.
    4. Click on Settings. this image
    5. Click on Customize Contact detail view tab.
  5. Click on Customize Contact detail view tab.
    Step 5 of 5: Click on Customize Contact detail view tab What this shows Step 5 of 5: Click on Customize Contact detail view tab. What this shows Shows what to click for step 5 of 5 in the "Step 1: Navigate to the Customize Contact Detail View tab" section of "How to Customize the Contact Detail Page". This screenshot accompanies step 5 of 5 in the "Step 1: Navigate to the Customize Contact Detail View tab" section of "How to Customize the Contact Detail Page". At this point in the walkthrough you click on Customize Contact detail view tab. Step 5 of 5Image 5 of 16 What to clickClick on Customize Contact detail view tab.
    Buttons and menus referenced Customize Contact detail viewContactsSmartListsthree dots.Settings
    All 5 steps in this procedure
    1. Click on the Contacts tab.
    2. Go to Smart Lists
    3. Click on the three dots.
    4. Click on Settings.
    5. Click on Customize Contact detail view tab. this image

Step 2: Create and manage views

Create a new view if needed and name it based on the user or workflow it will support.

Note: You can create up to 5 views per account and only admins can create and manage views.
  1. Click on + Add View button.
    Step 1 of 8: Click on + Add View button What this shows Step 1 of 8: Click on + Add View button. What this shows Shows what to click for step 1 of 8 in the "Step 2: Create and manage views" section of "How to Customize the Contact Detail Page". This screenshot accompanies step 1 of 8 in the "Step 2: Create and manage views" section of "How to Customize the Contact Detail Page". At this point in the walkthrough you click on + Add View button. For context, this section explains: Create a new view if needed and name it based on the user or workflow it will support. The next step is to add View Name. Step 1 of 8Image 6 of 16 What to clickClick on + Add View button.
    Buttons and menus referenced + Add View5 views per accountonlyadminscreatemanageviewsView NameAssign User(s)useroneview
    Next stepAdd View Name.
    All 8 steps in this procedure
    1. Click on + Add View button. this image
    2. Add View Name.
    3. Assign User(s) to the view. (A user can be in only one view. If removed, they return to the default view.)
    4. Click on Create.
    5. Once a view is created, click on the three dots on the top right of the view to:
    6. Assign the view to the appropriate users in Manage Users.
    7. Click on Manage all users to get a global view of user assignment.
    8. Review which users are mapped to each view and reassign them as needed.
  2. Add View Name.
  3. Assign User(s) to the view. (A user can be in only one view. If removed, they return to the default view.)
  4. Click on Create.
    Step 4 of 8: Click on Create What this shows Step 4 of 8: Click on Create. What this shows Shows what to click for step 4 of 8 in the "Step 2: Create and manage views" section of "How to Customize the Contact Detail Page". This screenshot accompanies step 4 of 8 in the "Step 2: Create and manage views" section of "How to Customize the Contact Detail Page". At this point in the walkthrough you click on Create. For context, this section explains: Create a new view if needed and name it based on the user or workflow it will support. The next step is to once a view is created, click on the three dots on the top right of the view to. Step 4 of 8Image 7 of 16 What to clickClick on Create.
    Buttons and menus referenced Create5 views per accountonlyadminscreatemanageviews+ Add ViewView NameAssign User(s)userone
    Next stepOnce a view is created, click on the three dots on the top right of the view to:
    All 8 steps in this procedure
    1. Click on + Add View button.
    2. Add View Name.
    3. Assign User(s) to the view. (A user can be in only one view. If removed, they return to the default view.)
    4. Click on Create. this image
    5. Once a view is created, click on the three dots on the top right of the view to:
    6. Assign the view to the appropriate users in Manage Users.
    7. Click on Manage all users to get a global view of user assignment.
    8. Review which users are mapped to each view and reassign them as needed.
  5. Once a view is created, click on the three dots on the top right of the view to:
    • Rename View.
    • Manage Users.
    • Duplicate View.
    • Delete View.
      Step 4 of 4: Delete View What this shows Step 4 of 4: Delete View. What this shows Shows what this covers for step 4 of 4 in the "Step 2: Create and manage views" section of "How to Customize the Contact Detail Page". This screenshot accompanies step 4 of 4 in the "Step 2: Create and manage views" section of "How to Customize the Contact Detail Page". At this point in the walkthrough you delete View. For context, this section explains: Create a new view if needed and name it based on the user or workflow it will support. Step 4 of 4Image 8 of 16 What this coversDelete View.
      Buttons and menus referenced Delete View.5 views per accountonlyadminscreatemanageviews+ Add ViewView NameAssign User(s)userone
      All 4 steps in this procedure
      1. Rename View.
      2. Manage Users.
      3. Duplicate View.
      4. Delete View. this image
  6. Assign the view to the appropriate users in Manage Users.
  7. Click on Manage all users to get a global view of user assignment.
  8. Review which users are mapped to each view and reassign them as needed.
    Step 8 of 8: Review which users are mapped to each view and reassign them as needed What this shows Step 8 of 8: Review which users are mapped to each view and reassign them as needed. What this shows Shows what this covers for step 8 of 8 in the "Step 2: Create and manage views" section of "How to Customize the Contact Detail Page". This screenshot accompanies step 8 of 8 in the "Step 2: Create and manage views" section of "How to Customize the Contact Detail Page". At this point in the walkthrough you review which users are mapped to each view and reassign them as needed. Step 8 of 8Image 9 of 16 What this coversReview which users are mapped to each view and reassign them as needed.
    Buttons and menus referenced 5 views per accountonlyadminscreatemanageviews+ Add ViewView NameAssign User(s)useroneview
    All 8 steps in this procedure
    1. Click on + Add View button.
    2. Add View Name.
    3. Assign User(s) to the view. (A user can be in only one view. If removed, they return to the default view.)
    4. Click on Create.
    5. Once a view is created, click on the three dots on the top right of the view to:
    6. Assign the view to the appropriate users in Manage Users.
    7. Click on Manage all users to get a global view of user assignment.
    8. Review which users are mapped to each view and reassign them as needed. this image

Step 3: Customize the Details Page

Use the layout editor to organize the Contact Detail Page.

1. Customize the Contact Card

The Contact Card keeps important contact information visible at the top of the record.

You can add and arrange the following items:

  • Phone number
  • Email address
  • Contact address
  • Owner
  • Followers
  • Tags
  • Up to two custom fields

Important details:

  • Owner and Followers can be managed separately.
  • You can show only Owner, only Followers, both, or neither.
  • You can add up to two custom fields to the Contact Card for quick visibility.
  • Custom fields shown on the Contact Card are read-only.
  • To edit custom field values, use the All fields tab.
  • Tags do not have to stay on the Contact Card. You can place Tags in the left panel or center panel based on your layout.
  • Only the primary phone number can be displayed.
  • Only the primary email address can be displayed.
  • You can reorder available items within the Contact Card.
  • You can hide fields that are not needed.
  • You can disable the Delete button to help prevent accidental contact deletion.
Step 3: Customize the Details Page (image 10 of 16) What this shows Owner and Followers can be managed separately. What this shows Illustrates the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". This animation appears in the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". The text alongside this image reads: Owner and Followers can be managed separately. You can show only Owner, only Followers, both, or neither. You can add up to two custom fields to the Contact Card for quick visibility. Custom fields shown on the Contact Card are read - only. To edit custom field values, use the All fields tab. Tags…. This part of the guide covers 11 fields, listed below. Immediately after, the guide continues: The left panel helps organize field data so users can quickly review and update contact information. Image 10 of 16 What this coversOwner and Followers can be managed separately. You can show only Owner, only Followers, both, or neither. You can add up to two custom fields to the Contact Card for quick visibility. Custom fields shown on the Contact Card are read - only. To edit custom field values, use the All fields tab. Tags do not have to stay on the Contact Card. You can place Tags in the left panel or center panel based on your layout. Only the primary phone number can be displayed. Only the primary email address can be displayed. You can reorder available items within the Contact Card. You can hide fields that are not needed. You can disable the Delete button to help prevent accidental contact deletion.
Fields in this part of the guide Phone numberEmail addressContact addressOwnerFollowersTagsUp to two custom fieldsRearrange custom folders and fieldsRename folders for better clarityHide fields that are not relevantRe-add removed fields using the Add button
Buttons and menus referenced 1. Customize the Contact CardOwnerFollowersmanagedseparatelyup to two custom fieldsCustomfieldsreadonlyeditcustom
Next stepThe left panel helps organize field data so users can quickly review and update contact information.
Example values
Phone number
+1 312 847 1928
Email address
priya.raman@northgatedental.com
Contact address
4180 W Belmont Ave
Tags
new-patient, referral

Illustrative values showing the expected format. They are not read from the screenshot.

All 7 steps in this procedure
  1. Phone number
  2. Email address
  3. Contact address
  4. Owner
  5. Followers
  6. Tags
  7. Up to two custom fields

2. Customize the Left Panel

The left panel helps organize field data so users can quickly review and update contact information.

You can use the left panel to:

  • Rearrange custom folders and fields

  • Rename folders for better clarity

  • Hide fields that are not relevant

  • Re-add removed fields using the Add button

  • Review how many fields are currently visible

Step 3: Customize the Details Page (image 11 of 16) What this shows Rearrange custom folders and fields Rename folders for better clarity Hide fields that are not relevant Re-add removed fields using the… What this shows Illustrates the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". This animation appears in the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". The text alongside this image reads: Rearrange custom folders and fields Rename folders for better clarity Hide fields that are not relevant Re-add removed fields using the Add button Review how many fields are currently visible. This part of the guide covers 11 fields, listed below. Immediately after, the guide continues: The Dynamic Tab helps surface one high-priority module in a dedicated tab for faster access. Image 11 of 16 What this coversRearrange custom folders and fields Rename folders for better clarity Hide fields that are not relevant Re-add removed fields using the Add button Review how many fields are currently visible
Fields in this part of the guide Phone numberEmail addressContact addressOwnerFollowersTagsUp to two custom fieldsRearrange custom folders and fieldsRename folders for better clarityHide fields that are not relevantRe-add removed fields using the Add button
Buttons and menus referenced 1. Customize the Contact CardOwnerFollowersmanagedseparatelyup to two custom fieldsCustomfieldsreadonlyeditcustom
Next stepThe Dynamic Tab helps surface one high-priority module in a dedicated tab for faster access.
Example values
Phone number
+1 312 847 1928
Email address
priya.raman@northgatedental.com
Contact address
4180 W Belmont Ave
Tags
new-patient, referral

Illustrative values showing the expected format. They are not read from the screenshot.

All 7 steps in this procedure
  1. Phone number
  2. Email address
  3. Contact address
  4. Owner
  5. Followers
  6. Tags
  7. Up to two custom fields

3. Use the Dynamic Tab feature

The Dynamic Tab helps surface one high-priority module in a dedicated tab for faster access.

  • A Dynamic Tab can appear between All fields and Actions.
  • You can assign a supported module to this tab.
  • When a module is placed in the Dynamic Tab, it is removed from its previous tab location.
  • Modules placed in a Dynamic Tab open expanded by default when the tab is opened.
  • This is useful for items such as Opportunities or Client Portal when quick access is needed.
  • You can also rename and reorder tabs to match the workflow your users follow.
Step 3: Customize the Details Page (image 12 of 16) What this shows A Dynamic Tab can appear between All fields and Actions. What this shows Illustrates the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". This animation appears in the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". The text alongside this image reads: A Dynamic Tab can appear between All fields and Actions. You can assign a supported module to this tab. When a module is placed in the Dynamic Tab, it is removed from its previous tab location. Modules placed in a Dynamic Tab open expanded by default when the tab is opened. This is useful for…. This part of the guide covers 11 fields, listed below. Immediately after, the guide continues: Drag and drop modules from the actions tab or the right panel to customize your layout. The conversations module will always remain fixed in the center and cannot be removed. Image 12 of 16 What this coversA Dynamic Tab can appear between All fields and Actions. You can assign a supported module to this tab. When a module is placed in the Dynamic Tab, it is removed from its previous tab location. Modules placed in a Dynamic Tab open expanded by default when the tab is opened. This is useful for items such as Opportunities or Client Portal when quick access is needed. You can also rename and reorder tabs to match the workflow your users follow.
Fields in this part of the guide Phone numberEmail addressContact addressOwnerFollowersTagsUp to two custom fieldsRearrange custom folders and fieldsRename folders for better clarityHide fields that are not relevantRe-add removed fields using the Add button
Buttons and menus referenced 1. Customize the Contact CardOwnerFollowersmanagedseparatelyup to two custom fieldsCustomfieldsreadonlyeditcustom
Next stepDrag and drop modules from the actions tab or the right panel to customize your layout. The conversations module will always remain fixed in the center and cannot be removed.
Example values
Phone number
+1 312 847 1928
Email address
priya.raman@northgatedental.com
Contact address
4180 W Belmont Ave
Tags
new-patient, referral

Illustrative values showing the expected format. They are not read from the screenshot.

All 7 steps in this procedure
  1. Phone number
  2. Email address
  3. Contact address
  4. Owner
  5. Followers
  6. Tags
  7. Up to two custom fields

4. Customize Center Panel 

Drag and drop modules from the actions tab or the right panel to customize your layout. The conversations module will always remain fixed in the center and cannot be removed.

Note: 
Actions modules can be moved to the center panel or kept in the left panel.
Actions modules cannot be moved to the right panel.
Right panel modules can stay in the right panel or move into the center panel.

Display options include:

  • Tabs View: Modules appear as tabs, similar to Smart Lists.

  • Dropdown View: Modules are grouped under a dropdown menu to reduce visual clutter.

Note: Tags can be placed in the center panel when they need more space or when you want to keep the Contact Card cleaner.

Choose the display style that best fits how your needs.

Step 3: Customize the Details Page (image 13 of 16) What this shows Choose the display style that best fits how your needs. What this shows Illustrates the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". This animation appears in the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". The text alongside this image reads: Choose the display style that best fits how your needs. This part of the guide covers 11 fields, listed below. Immediately after, the guide continues: Reorder modules for quick access. Image 13 of 16 What to chooseChoose the display style that best fits how your needs.
Fields in this part of the guide Phone numberEmail addressContact addressOwnerFollowersTagsUp to two custom fieldsRearrange custom folders and fieldsRename folders for better clarityHide fields that are not relevantRe-add removed fields using the Add button
Buttons and menus referenced 1. Customize the Contact CardOwnerFollowersmanagedseparatelyup to two custom fieldsCustomfieldsreadonlyeditcustom
Next stepReorder modules for quick access.
Example values
Phone number
+1 312 847 1928
Email address
priya.raman@northgatedental.com
Contact address
4180 W Belmont Ave
Tags
new-patient, referral

Illustrative values showing the expected format. They are not read from the screenshot.

All 7 steps in this procedure
  1. Phone number
  2. Email address
  3. Contact address
  4. Owner
  5. Followers
  6. Tags
  7. Up to two custom fields

5. Customize Right Panel

Reorder modules for quick access.

Step 3: Customize the Details Page (image 14 of 16) What this shows Reorder modules for quick access. What this shows Illustrates the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". This animation appears in the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". The text alongside this image reads: Reorder modules for quick access. For context, this section explains: The Contact Card keeps important contact information visible at the top of the record. This part of the guide covers 11 fields, listed below. Immediately after, the guide continues: Select the layout style that best matches how much information is needed to be seen at once. Image 14 of 16 What this coversReorder modules for quick access.
Fields in this part of the guide Phone numberEmail addressContact addressOwnerFollowersTagsUp to two custom fieldsRearrange custom folders and fieldsRename folders for better clarityHide fields that are not relevantRe-add removed fields using the Add button
Buttons and menus referenced 1. Customize the Contact CardOwnerFollowersmanagedseparatelyup to two custom fieldsCustomfieldsreadonlyeditcustom
Next stepSelect the layout style that best matches how much information is needed to be seen at once.
Example values
Phone number
+1 312 847 1928
Email address
priya.raman@northgatedental.com
Contact address
4180 W Belmont Ave
Tags
new-patient, referral

Illustrative values showing the expected format. They are not read from the screenshot.

All 7 steps in this procedure
  1. Phone number
  2. Email address
  3. Contact address
  4. Owner
  5. Followers
  6. Tags
  7. Up to two custom fields

6. Choose a panel layout

Select the layout style that best matches how much information is needed to be seen at once.

Available layout options:

  • Three-Panel View (Default): Displays the left, center, and right panels.

  • Two-Panel View: Merges right panel modules into the center panel for a more compact experience.

Important details:

  • In Two-Panel View, right panel items are merged into the center panel.

  • When switching back, the layout restores the previous arrangement.

Step 3: Customize the Details Page (image 15 of 16) What this shows In Two-Panel View, right panel items are merged into the center panel. What this shows Illustrates the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". This animation appears in the "Step 3: Customize the Details Page" section of "How to Customize the Contact Detail Page". The text alongside this image reads: In Two-Panel View, right panel items are merged into the center panel. When switching back, the layout restores the previous arrangement. This part of the guide covers 11 fields, listed below. Immediately after, the guide continues: Review the live preview to confirm the layout, then Save the view. Image 15 of 16 What this coversIn Two-Panel View, right panel items are merged into the center panel. When switching back, the layout restores the previous arrangement.
Fields in this part of the guide Phone numberEmail addressContact addressOwnerFollowersTagsUp to two custom fieldsRearrange custom folders and fieldsRename folders for better clarityHide fields that are not relevantRe-add removed fields using the Add button
Buttons and menus referenced 1. Customize the Contact CardOwnerFollowersmanagedseparatelyup to two custom fieldsCustomfieldsreadonlyeditcustom
Next stepReview the live preview to confirm the layout, then Save the view.
Example values
Phone number
+1 312 847 1928
Email address
priya.raman@northgatedental.com
Contact address
4180 W Belmont Ave
Tags
new-patient, referral

Illustrative values showing the expected format. They are not read from the screenshot.

All 7 steps in this procedure
  1. Phone number
  2. Email address
  3. Contact address
  4. Owner
  5. Followers
  6. Tags
  7. Up to two custom fields

Step 4: Review and save the layout

Review the live preview to confirm the layout, then Save the view.

Step 4: Review and save the layout (image 16 of 16) What this shows Review the live preview to confirm the layout, then Save the view. What this shows Illustrates the "Step 4: Review and save the layout" section of "How to Customize the Contact Detail Page". This screenshot appears in the "Step 4: Review and save the layout" section of "How to Customize the Contact Detail Page". The text alongside this image reads: Review the live preview to confirm the layout, then Save the view. Immediately after, the guide continues: Following a few simple best practices can make each custom view more useful and easier to maintain. Image 16 of 16 How to confirmReview the live preview to confirm the layout, then Save the view.
Buttons and menus referenced Save
Next stepFollowing a few simple best practices can make each custom view more useful and easier to maintain.

Best practices for Customizing the Contact Detail Page


Following a few simple best practices can make each custom view more useful and easier to maintain.

  • Create separate views for Marketing, Sales, Support, and Admin, etc.

  • Keep high-priority modules in the center panel.

  • Hide unused fields to reduce clutter.

  • Use the Dynamic Tab for the most frequently used action or module.

  • Disable the Delete button if protecting contact data is a priority.

Frequently Asked Questions

Q: Who can create or manage Contact Detail Page views?
Only admins can create, edit, and manage views.

Q: How many views can be created per account?
You can create up to 5 views per account.

Q: Can I add custom fields to the Contact Card?

Yes. You can add up to two custom fields to the Contact Card. These fields are read-only on the card. To edit their values, use the All fields tab.

Q: Can more than one default view be set?
No. Only one default view can be active at a time.

Q: Can users be assigned different views?

Yes. Admins can assign or reassign views through Manage Users.

Q: Can the Conversations module be moved to another panel?

No. The Conversations module is fixed in the center panel.

Q: Can actions be moved to the right panel?

No. Actions can remain in the left panel or move to the center panel, but they cannot move to the right panel.

Q: Can I switch between two-panel and three-panel layouts?

Yes. Admins can switch between both layout options based on needs.

Q: Can hidden modules or fields be restored later?

Yes. Removed modules and hidden fields can be added back using the Add button.

Was this guide helpful?

Related guides

Activity Section Upgrade2 min read · 4 imagesContacts – All-New Contact Detail Page4 min read · 21 imagesHow to Create Subscriptions & Invoices from Contact's Profile3 min read · 4 imagesEnhanced Document Privacy & Access Controls8 min read · 6 images