Contact Page Customization 🚀
Earlier last month, we rolled out contact page customization to a select group of 100 customers in private beta (March 30th). The response? Extremely positive — with zero bugs reported and valuable feedback from users who had been asking for more flexibility in how their contact data is structured and viewed.
Based on the feedback and the customer calls we did for the new contact UI, it became clear that enabling customization directly solves a key customer problem. Building on this momentum, we’re excited to announce that contact page customization is now available in labs for all users starting Apr 08!
What’s new?
Fully customizable contact detail page layouts for users and admins
Ability to create up to 5 different views per sub-account
Assign views to specific users or entire groups (Agency Admins, Agency Users, Account Admins, Account 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 All fields and Actions tab
Show/hide custom fields and folders based on need and relevance for the users
How It works
Enable contact page customization from labs
Contacts -> Settings -> Customize contact detail view
Create and configure 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?
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 which can be moved in any of the panels
This is just the beginning of making your home care CRM truly adaptable to your business.