The All-New Contact Detail Page

Re-engineered from the ground up, the unified Contact Detail Page is the central workspace where you can review contact information, track conversations, log activities, and launch automated actions—now optimized for speed and usability.

This redesign replaces endless scrolling with an intuitive three-panel layout, surfaces critical data at a glance, and automatically remembers your personal view preferences for a truly streamlined CRM experience.

Key Improvements at a Glance

Modern design: A faster, consistent, and visually streamlined layout.
Auto-Save: Data changes save automatically when you leave a field—no manual save clicks needed.
Smart Navigation: Quickly move between contacts using keyboard shortcuts.
Collapsible panels: Focus on what matters most, and the system easily remembers your layout preferences.
Inline associations: View and edit Companies, Opportunities, and Custom Objects right from the primary contact page.
Cleaner right panel: Enjoy a unified experience for Tasks, Notes, Documents, Payments, and Appointments.
Hide empty fields: Reduce visual clutter by viewing only the fields containing filled data.
Search inside fields: Rapidly locate specific data or custom attribute folders.

Left Panel: Contact Information

This is where you’ll find and manage all the core demographic and identifying details about your contact.

Key Actions:

Edit the profile picture directly.
Update basic contact details such as name, email, phone, and attribution tags.
Use the DND tab to configure communication preferences and opt-outs.
Use the Actions tab for quick utilities (like managing workflows and enabling portal access).

Tips:

Toggle “Hide Empty Fields” to focus only on filled data.

Use the Search Fields & Folders bar to jump straight to the information you need.

Center Panel: Conversations & Activities

This wide view shows the complete historical timeline of your interactions with the contact.

From here you can:

Track unified messages, calls, and emails in one place.
Review appointments, active opportunities, and system activity logs.
Quickly create new notes, send instant messages, or log manual calls.

Center Conversation Panel

Right Panel: Action Modules

The right panel is now fully collapsible and remembers your last active tab, giving you instant access to:

Activities: Track scheduled appointments, form submissions, and rolling activity logs.
Associations: See all linked records without leaving the page.
Add Companies/Opportunities: Embed the user in an active deal directly from their profile.
Tasks: Create, edit, or check off contact-specific workflow tasks.
Notes: Log critical updates or summaries from client discussions.
Appointments: View upcoming confirmed meetings or past no-shows.
Documents: View formally sent, signed, or received files.
Payments: Track outstanding invoices, current subscriptions, and completed transactions.

Auto-Save: How It Works

Auto-Save is one of the most powerful efficiency additions to the Contact Detail Page. When enabled, your edits are saved immediately the moment you click out of a field—no manual “Save” required.

Steps to activate:

Open any contact record and make an edit — you’ll see a temporary Save bar appear at the bottom.
Click on “Enable Auto-Save” from the ellipsis (3 dots) menu.
Alternatively, click “Enable Auto-Save” when prompted by the system banner.
Confirm your selection from the popup modal. This will forcefully apply the setting to your entire sub-account. (Note: Admins can also govern Auto-Save from: Settings → Contacts → Details Tab → Auto-Save toggle)

Once enabled, all users in the sub-account will automatically save their edits as they work continuously.

Associations: Companies, Opportunities & Custom Objects

The new view allows you to manage deeply integrated business objects on the fly.

View and edit company details natively on the same page.
Access and manipulate all Custom Object relationships at a glance.

Keyboard Shortcuts & Quality of Life

Save immense amounts of time with these new navigational shortcuts:

→ / ← : Move natively between adjacent contacts in your list.
ESC : Immediately collapse the right panel.
CTRL + S (or CMD + S) : Trigger a manual override save (useful if Auto-Save is purposely turned off).

Enhancements:

Panels and tabs now memorize your last state—no need to re-expand or collapse each time you open a new profile.
Consistent spacing, typography, and component behavior ensure a professional, clutter-free look.
A unified design language and clean empty-states exist across all utility modules.

Frequently Asked Questions

Q: Will Auto-Save apply to everyone in my account? Yes. Once explicitly enabled by an admin, Auto-Save is active for all users operating in that sub-account workspace.

Q: Can I revert changes automatically saved by Auto-Save? You can always select a field and edit it again. Because Auto-Save updates the record immediately, it maintains a complete and transparent activity log of what exactly was changed.

Q: Why can’t I see the “Enable Auto-Save” button? You may already have it enabled for your workspace. You can verify this by having an admin check under Settings → Contacts → Details Tab.