Contacts – All-New Contact Detail Page

What is the All-New Contact Detail Page?

The redesigned Contact Detail Page is the central hub for managing all customer information and interactions within your CRM. It has been rebuilt to be faster, more intuitive, and more powerful, consolidating everything you need into a clean, organized workspace.

Key Improvements at a Glance

• Modern Layout: A three-panel design eliminates endless scrolling and surfaces key information instantly.
• Auto-Save: Edits are saved automatically when you leave a field, with no manual save required.
• Keyboard Navigation: Use keyboard shortcuts to quickly move between contacts and collapse panels.
• Collapsible Panels: Customize your view, and the CRM remembers your layout preferences.
• Inline Associations: View and edit Companies, Opportunities, and Custom Objects directly on the contact page.
• Unified Action Panel: A streamlined right panel provides quick access to Tasks, Notes, Documents, Payments, and Appointments.
• Hide Empty Fields: Reduce visual clutter by hiding unfilled fields.
• Field Search: Quickly find data or folders using the search function.

Left Panel: Contact Information

This section contains all the essential details about your contact. You can:

• Edit the contact's profile picture directly.
• Update name, email, phone number, and tags.
• Configure communication preferences in the DND tab.
• Access quick utilities like managing Opportunities, workflows, and the client portal from the Actions tab.

Tip: Use the 'Hide Empty Fields' toggle to display only populated information. Use the search feature to jump directly to specific data or folders.

Editing Contact Tags

Tag changes require confirmation before saving:

1. Open the Tags dropdown on the contact.
2. Select tags to add or deselect tags to remove.
3. Click Apply to save your changes.
4. Click Cancel to discard any pending changes.

Center Panel: Conversations & Activities

This area displays the complete interaction history with the contact. You can:

• View all messages, calls, and notes in one timeline.
• Track appointments, opportunities, and activity logs.
• Quickly create new notes, send messages, or log calls.

Right Panel: Action Modules

The right panel is fully collapsible and remembers your last active tab. It provides access to:

1. Activities: Track appointments, form submissions, and activity logs.
2. Associations: Add, remove, or view Companies and Custom Objects.
3. Opportunities: View all opportunities linked to the contact in a dedicated tab below Associations.
4. Tasks: Create, edit, or complete contact-specific tasks.
5. Notes: Log important updates or client discussions.
6. Appointments: View upcoming or past meetings.
7. Documents: View sent or received files.
8. Payments: Track invoices, subscriptions, and transactions.

Auto-Save: How It Works

Auto-Save automatically saves your edits the moment you leave a field, eliminating the need for manual saves.

To enable Auto-Save:

1. Open any contact record.
2. Make an edit—a Save bar will appear at the bottom.
3. Click the kebab menu (three dots) and select 'Enable Auto-Save'.
4. Confirm the action in the modal that appears. This setting will apply to your entire sub-account.

Admins can also enable or disable Auto-Save from: Settings → Contacts → Details Tab → Auto-Save toggle.

Once enabled, all users in the sub-account will benefit from automatic saving.

Keyboard Shortcuts

• → / ← : Move between contacts in the list.
• ESC : Collapse the right panel.
• CTRL + S (or CMD + S) : Manually save if Auto-Save is disabled.

Associations: Companies & Custom Objects

View and edit company details directly on the contact page. Access all custom object relationships at a glance for a complete view of the contact's ecosystem.

Quality of Life Enhancements

• Panels and tabs remember your last state, so you don't need to re-expand or collapse them each time.
• Consistent spacing, typography, and component behavior create a professional, clutter-free interface.
• A unified design language and empty states are applied across all modules (Tasks, Documents, Notes, Payments).

Frequently Asked Questions

Q: Will Auto-Save apply to everyone in my account?

Yes. Once an admin enables it, 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 and maintains a complete activity log for transparency.

Q: Why can’t I see the “Enable Auto-Save” button?

It may already be enabled. Check under Settings → Contacts → Details Tab to verify the current status.