The All-New Contact Detail Page

What is the All-New Contact Detail Page?

Re-engineered from the ground up, the Contact Detail Page is the central workspace where you can review contact information, track conversations, log activities, and launch actions—now optimized for speed and usability. The redesign replaces endless scrolling with a three-panel layout, surfaces critical data at a glance, and remembers your personal view preferences for a truly streamlined CRM experience.

Key Improvements at a Glance

• Modern design: Faster, consistent, and visually streamlined layout.
• Auto-Save: Changes save automatically when you leave a field — no clicks needed.
• Smart Navigation: Move between contacts using keyboard shortcuts.
• Collapsible panels: Focus on what matters most, and the system remembers your layout.
• Inline associations: View and edit Companies, Opportunities, and Custom Objects right from the contact page.
• Cleaner right panel: Unified experience for Tasks, Notes, Documents, Payments, and Appointments.
• Hide empty fields: Reduce clutter and view only what’s filled.
• Search inside fields: Quickly locate data or folders.

Left Panel: Contact Information

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

Key Actions: Edit the profile picture directly.

Update contact details such as name, email, phone, and tags.

Use the DND tab to configure communication preferences.

Use the Actions tab for quick utilities (like managing workflows and client portal).

Center Panel: Conversations & Activities

This section shows the complete history of your interactions with the contact. You can:

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

Right Panel: Action Modules

The right panel is now fully collapsible and remembers your last active tab. You can access:

1. Activities - Track appointments, form submissions, and activity logs.

2. Associations - Add, remove, or view Companies, Opportunities, and Custom Objects. 

The “Associations” section lets you view and manage all linked records without leaving the page.

You can: Add a company or opportunity directly.

3. Tasks — Create, edit, or check off contact-specific tasks.

4. Notes — Log key updates or client discussions.

5. Appointments — View upcoming or past meetings.

6. Documents — View sent or received files.

7. Payments — Track invoices, subscriptions, and transactions.

Auto-Save: How It Works

Auto-Save is one of the most powerful new additions.

When enabled, your edits are saved automatically the moment you leave a field — no manual “Save” click required.

Steps: Open any contact record. Make an edit — you’ll see a Save bar appear at the bottom. Click on "Enable Auto-Save" from the kebab (3 dots) menu.

Click “Enable Auto-Save” when prompted.

Confirm from the modal — this will apply the setting to your account. Admins can also enable or disable Auto-Save from: Settings → Contacts → Details Tab → Auto-Save toggle

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

Keyboard Shortcuts

Save time with these new shortcuts:

• → / ← — Move between contacts in the list.
• ESC — Collapse right panel.

• CTRL + S (or CMD + S) — Manual save (if Auto-Save is off).

  

Associations: Companies, Opportunities & Custom Objects

View and edit company details on the same page.

Access all custom object relationships at a glance.

Quality of Life Enhancements

• Panels and tabs now remember your last state — no need to re-expand or collapse each time.
• Consistent spacing, typography, and component behavior for a professional, clutter-free look.
• Unified design language and empty states across all modules (Tasks, Documents, Notes, Payments).

Frequently Asked Questions

Q: When will this be turned on for my account?

We will be making this update available to all accounts on January 15th, 2026.

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

Yes. Once enabled, Auto-Save is active for all users in that account.

Q: Can I revert changes saved by Auto-Save?

You can always edit a field again — Auto-Save updates the record immediately, maintaining a complete activity log.

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

You may already have it enabled. Check under Settings → Contacts → Details Tab.