Customising the Contact Detail Page in Automate CRM allows you to tailor how contact records appear for different users. You can create custom views, organise panels, control visibility, and assign layouts based on roles like Sales, Support, or Admin.

Note: This feature currently needs to be enabled in Labs before it becomes available.

What is Customising the Contact Detail Page?

This feature allows admins to control how contact records are displayed inside Automate CRM.

You can:

• Create multiple layout views

• Choose which fields and modules appear

• Organise panels and sections

• Assign specific views to different users

Only admins can create and manage these views.

Key Benefits

• Role-based layouts – Show different information to different users

• Improved organisation – Structure data in a way that matches your workflow

• Reduced clutter – Hide unnecessary fields and modules

• Better efficiency – Surface the most important tools and data

• More control – Manage access and prevent accidental actions

Views and Access Management

Views allow you to customise the Contact Detail Page for different users.

Key points:

• You can create up to 5 views per account

• Each user can only be assigned to one view

• Users not assigned to a custom view will see the default view

• Only admins can create, edit, and assign views

You can assign and manage users within each view or review all assignments in one place.

Contact Detail Page Layout Structure

Each view is made up of four main areas:

1. Contact Card – Displays key contact information at the top

2. Left Panel – Contains fields, custom fields, and folders

3. Centre Panel – Main workspace for modules

4. Right Panel – Additional modules and tools

Important: The Conversations module is fixed in the centre panel and cannot be moved.

Step-by-Step: Customise the Contact Detail Page

Step 1: Navigate to the Customise Contact Detail View

1. Go to Contacts

2. Click Smart Lists

3. Click the three dots menu

4. Select Settings

5. Open Customise Contact Detail View

Step 2: Create and Manage Views

1. Click + Add View
   

2. Enter a View Name

3. Assign User(s) to the view

4. Click Create

Once created, use the options menu (three dots) to:

• Rename the view

• Manage users

• Duplicate the view

• Delete the view

You can also:

• Open Manage Users to assign users

• Use Manage all users to see all assignments across views

Step 3: Customise the Contact Detail Page Layout

3.1 Customise the Contact Card

The Contact Card appears at the top of the contact record.

You can:

• Show or hide key details like phone, email, address

• Display owner and followers

• Add or remove tags

• Reorder items

Important:

• Only the primary phone number and primary email can be displayed

• You can disable the Delete button to prevent accidental deletions

3.2 Customise the Left Panel

The left panel is used to organise contact fields.

You can:

• Rearrange folders and fields

• Rename folders

• Hide fields you don’t need

• Re-add fields using the Add button

• See how many fields are currently displayed

3.3 Use the Dynamic Tab

The Dynamic Tab allows you to highlight one key module for quick access.

• It appears between All Fields and Actions

• You can assign a supported module to it

• When added, the module is removed from its original location

This is useful for frequently used features like Opportunities or Client Portals.

3.4 Customise the Centre Panel

The centre panel is your main working area.

You can:

• Drag and drop modules into the centre panel

• Move modules from the Actions tab or Right Panel

Important rules:

• The Conversations module cannot be moved

• Actions modules can go to the centre or stay in the left panel

• Actions modules cannot be moved to the right panel

• Right panel modules can be moved into the centre panel

Display options:

• Tabs View – Modules appear as tabs

• Dropdown View – Modules are grouped into a dropdown
  

3.5 Customise the Right Panel

The right panel holds additional modules.

You can:

• Reorder modules

• Move modules into the centre panel if needed
  

3.6 Choose a Panel Layout

You can choose how panels are displayed:

• Three-Panel View (Default)

  • Left, centre, and right panels are visible

• Two-Panel View

  • Right panel modules are merged into the centre panel

Switching between layouts will preserve your previous setup.

Step 4: Review and Save

Before finishing:

• Review your layout using the preview

• Make any final adjustments

• Click Save
  

Best Practices

• Create separate views for different teams (Sales, Support, Admin)

• Keep the centre panel focused on high-priority tasks

• Use the Dynamic Tab for frequently accessed features

• Hide unused fields to reduce clutter

• Disable delete if data protection is important

FAQs

Who can customise the Contact Detail Page?
Only admins can create and manage views.

How many views can I create?
Up to 5 per account.

Can a user be assigned to multiple views?
No, each user can only be assigned to one view.

Can the Conversations module be moved?
No, it is fixed in the centre panel.

Can Actions be moved to the right panel?
No, Actions can only be in the left or centre panel.

Can I switch between layouts later?
Yes, you can switch between two-panel and three-panel views at any time.

Can hidden fields or modules be restored?
Yes, you can re-add them using the Add option.