Contact detail page customization enhancements
Overview
We have introduced a new set of enhancements to the Contact Detail page customization, providing users with greater flexibility to personalise layouts, optimise space utilisation, and tailor the contact experience to their workflow. These updates make the contact record more adaptable while maintaining a clean and efficient user experience.
What’s New?
* 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 necessary.
2. Owners & Followers Decoupled
* Owners and Followers can now be managed independently.
* You can choose to display only Owners, only Followers, both, or neither on the contact card.
3. Custom Fields in Contact Card
two custom fields
directly to the contact card for quick visibility.
read-only mode
.
All fields
tab.
4. Flexible Tag Placement
* Tags no longer need to occupy space in the contact card.
left panel
or the
centre panel
, depending on your preferred layout.
Actions
and
All fields
tabs can now be renamed.
* Tabs can also be reordered to better align with your team’s workflow.
5. Dynamic 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 allow the freedom to place a module more than once on the same page. Users can choose to position the module in any of the panels.
* User permissions will be implemented for adding or editing customised views.
* When clicking the email icon, the Clixio email composer will open instead of the system default email composer.