How to Customize the Contact Detail Page

Contact Detail Page customization in Adaptive AI lets admins tailor contact records to match each workflow. This article explains how to create views, organize panels and modules, manage visibility, and assign layouts to users.

What is Customizing the Contact Detail Page?

Contact Detail Page customization allows admins to tailor how contact records appear inside Adaptive AI. With customizable views, admins can organize panels, choose which modules appear, control field visibility, and assign specific views to users. This makes it easier to create role-based experiences for roles such as Sales, Support, or Admin.

Key Benefits of Customizing the Contact Detail Page

• Role-based views: Create different contact layouts for different users.
• Better organization: Arrange modules, folders, and fields based on workflow priority.
• Less clutter: Hide unnecessary fields and modules to simplify the page.
• Improved efficiency: Surface frequently used tools in the center panel or Dynamic Tab.
• More control: Limit delete access and assign the right view to the right users.

Views and Access Management

Views make it possible to create tailored layouts for different users while keeping administration centralized. Admins can decide which users see each layout and can set a default experience for the account.

• You can create up to 5 views per account.
• Only admins can create and manage views.
• Default view is preset and cannot be changed.
• Views are assigned to users through Manage Users.
• You can review which users are mapped to each view and reassign them as needed.

Contact Detail Page Layout Structure

The Contact Detail Page is divided into clear sections so admins can organize information based on how users work. Understanding each area helps you build layouts that are easier to navigate and maintain.

Panels can also be resized so users can adjust the page based on their workflow. The left panel can be expanded when users need more room for fields, folders, or modules.

Each view includes four main sections:

1. 1Contact Card: The top section that displays key contact details.
2. 2Left Panel: Used for custom fields, standard fields, and folders.
3. 3Center Panel: The primary workspace for major modules.
4. 4Right Panel: Used for additional modules.

How To Customize the Contact Detail Page

A thoughtful setup makes the Contact Detail Page easier to use and helps each user see the right information in the right place. Follow these steps to create and assign a customized view.

Step 1: Navigate to the Customize Contact Detail View tab

Step 2: Create and manage views

Create a new view if needed and name it based on the user or workflow it will support.

Step 3: Customize the Details Page

Use the layout editor to organize the Contact Detail Page.

1. 1Customize the Contact Card

The Contact Card keeps important contact information visible at the top of the record.

You can add and arrange the following items:

1. 1Customize the Left Panel

The left panel helps organize field data so users can quickly review and update contact information.

You can use the left panel to:

• Rearrange custom folders and fields
• Rename folders for better clarity
• Hide fields that are not relevant
• Re-add removed fields using the Add button
• Review how many fields are currently visible

1. 1Use the Dynamic Tab feature

The Dynamic Tab helps surface one high-priority module in a dedicated tab for faster access.

1. 1Customize Center Panel

Drag and drop modules from the actions tab or the right panel to customize your layout. The conversations module will always remain fixed in the center and cannot be removed.

Display options include:

• Tabs View: Modules appear as tabs, similar to Smart Lists.
• Dropdown View: Modules are grouped under a dropdown menu to reduce visual clutter.

Choose the display style that best fits how your needs.

1. 1Customize Right Panel

Reorder modules for quick access.

1. 1Choose a panel layout

Select the layout style that best matches how much information is needed to be seen at once.

Available layout options:

• Three-Panel View (Default): Displays the left, center, and right panels.
• Two-Panel View: Merges right panel modules into the center panel for a more compact experience.

• In Two-Panel View, right panel items are merged into the center panel.
• When switching back, the layout restores the previous arrangement.

Step 4: Review and save the layout

Review the live preview to confirm the layout, then Save the view.

Best practices for Customizing the Contact Detail Page

Following a few simple best practices can make each custom view more useful and easier to maintain.

• Create separate views for Marketing, Sales, Support, and Admin, etc.
• Keep high-priority modules in the center panel.
• Hide unused fields to reduce clutter.
• Use the Dynamic Tab for the most frequently used action or module.
• Disable the Delete button if protecting contact data is a priority.

Frequently Asked Questions

Q: Who can create or manage Contact Detail Page views? Only admins can create, edit, and manage views.

Q: How many views can be created per account? You can create up to 5 views per account.

Q: Can I add custom fields to the Contact Card?

Yes. You can add up to two custom fields to the Contact Card. These fields are read-only on the card. To edit their values, use the All fields tab.

Q: Can more than one default view be set? No. Only one default view can be active at a time.

Q: Can users be assigned different views?

Yes. Admins can assign or reassign views through Manage Users.

Q: Can the Conversations module be moved to another panel?

No. The Conversations module is fixed in the center panel.

Q: Can actions be moved to the right panel?

No. Actions can remain in the left panel or move to the center panel, but they cannot move to the right panel.

Q: Can I switch between two-panel and three-panel layouts?

Yes. Admins can switch between both layout options based on needs.

Q: Can hidden modules or fields be restored later?

Yes. Removed modules and hidden fields can be added back using the Add button.

Related Articles

• The All-New Contact Detail Page
• Contacts – Revamped List View & SmartLists
• Advanced Filters in Smart Lists
• Contacts - Manage and Merge Duplicates