Contact Page Customization

What is new

Contact Page Customization lets you fully control how contact cards and contact detail pages look and behave in each sub-account for both users and admins.

The feature started in a private beta with around 100 customers, where it delivered extremely positive feedback and reported zero bugs. Based on that feedback, the team refined the experience and has now made Contact Page Customization available in Labs for all users, with plans to graduate it out of Labs in the future.

The new Contact Page Customization features focus on flexibility, role-based visibility, and layout control.

Key improvements include:

• Custom layouts for contact detail pages so you decide how information is organized for users and admins.
• Enhanced contact cards that surface key info like email, phone number, and address where your teams need it.
• Up to five saved views per sub-account, tailored to different workflows or roles.
• User and group assignments so each person sees the most relevant view by default.
• Configurable modules that you can use as tabs or as drop-downs.
• Drag-and-drop layout control across panels for fast reordering and organization.
• Modules positioned between fields and actions so you can fine-tune where context and workflows appear.
• Field-level visibility options so you can show or hide custom fields and folders by need.
• Two-panel and three-panel layouts so you can keep simple records streamlined while giving complex records more space.

To enable Contact Page Customization, turn it on in Labs for your account. After that, open Contacts settings for a sub-account and customize the contact detail view from there.

What you can customize

Use these options to tailor the contact detail experience for your teams.

• Layout structure

  • Choose a two-panel or three-panel layout for the contact detail page.
  • Arrange content so key details stay visible while supporting information sits in side panels.

• Modules and their behavior

  • Add or remove modules that surface key contact info such as email, phone number, and address.
  • Configure modules to appear as tabs or inside drop-downs.
  • Place modules between existing fields and actions to match your workflow.

• Module and panel ordering

  • Reorder modules within a panel with drag and drop.
  • Move modules across panels to create the right information flow for your teams.

• Field and folder visibility

  • Show or hide custom fields per view so users see only what is relevant.
  • Show or hide folders so different teams can focus on their own data structures.

• Views per sub-account

  • Create and manage up to five different views per sub-account.
  • Align each view with a specific process, such as sales, support, or account management.

Layout options: two-panel vs three-panel

Two layout types let you balance simplicity and depth, depending on how much information you need to surface.

Two-panel layouts

Two-panel layouts keep the contact page focused and easy to scan.

Use a two-panel layout when:

• You want primary details (name, email, phone, address) in one panel and supporting context (notes, custom fields, folders) in another.
• Your teams work on smaller screens and need a cleaner, less crowded layout.
• You want fewer modules visible at once, with additional content available via tabs or drop-downs.

Three-panel layouts

Three-panel layouts give you more space to separate workflows and information types.

Use a three-panel layout when:

• You manage complex contact records with many fields, folders, and actions.
• Different teams (for example, sales, support, operations) need their own dedicated areas on the same page.
• You want to keep key info, context, and actions in clearly separated panels while still visible together.

In both layouts, you still control which modules live in each panel and how they appear (as tabs or drop-downs).

Views, assignments, and permissions

Views define how the contact page looks for different users, while assignments control who gets which view.

Views per sub-account

Each sub-account supports up to five views of the contact detail page.

Use multiple views to:

• Separate layouts for different roles, such as sales, support, or management.
• Create specialized workflows for segments like new leads, active clients, or high-value accounts.
• Test new configurations with a subset of users without changing the default view for everyone.

Assigning views to users and groups

You can assign each view to:

• Specific users who need a tailored layout for their individual workflow.
• Entire groups so teams share a consistent view of contacts.

Assignments ensure people see:

• The right modules and fields for their work.
• Only the folders and custom fields that are relevant to their role.

If a user belongs to multiple groups, use view assignments strategically to make sure their default view aligns with their primary responsibilities.

Permissions and visibility

Contact Page Customization respects your existing team and permission settings.

Use views to:

• Restrict clutter by hiding non-essential fields instead of relying only on field-level permissions.
• Reduce training time by making each view match the day-to-day tasks of that role.
• Provide leaders with more detailed views that include analytics or management-focused fields.

A dedicated help doc on customizing the contact detail page is available within ACEIRT™ Fusion for deeper configuration guidance.

How to customize the contact detail page

Use the following high-level flow to start enabling, designing, and assigning customized contact page views in ACEIRT™ Fusion.