Customize Contact page layout
under review
J
Justin Showers
Both our marketing and sales users very much dislike the current Contact page layout. The conversation section takes up so much space and all the info (fields) is crammed into a small column. We can't even collapse sections. There's a lot of other smaller layout things we'd like to control as well. (Love the way SFDC allows complete control over object page layouts.)
Log In
M
Martino Marcotto
I’ve seen and tested the feature described here:
However, after running some tests, I noticed that:
- If you export the contact list, you can also see the folders containing “sensitive” data
- Even when setting a contact view with visibility restrictions on certain custom or standard fields (this works in the single contact view), in the contact list view it is still possible to enable the display of columns containing “sensitive data”
Is it possible to speak directly with the team that developed this feature to see if the “manage features” button can be removed?
V
Vasili Kastashchuk
We have well over 300 custom fields. It's VERY PAINFUL to work in the current contract record view. It's great for quick snapshot but when we are doing client intake and need to check off over 200 over a course of lead to registration to post registration, it's VERY CHALLENGING.
Ontraport has the best Contact record, where we can organize by section, setup columns, and view all needed info during the client call/meeting.
I'd love to help your development team and if needed, can create with my team desired wireframe concept.
NOTE: we did not move the entire business in GHL, yet, because Contact record is #1 obstacle. We were looking into work arounds or how to build a separate system that will act as a Contact Record and use Make.com integration or Zappier...all are quite a headache, you have to wait etc.
Would love to help you help us.
A
Aaron DeBenedetto
YES PLEASE - ALLOW me to widen the contacts detail column. My client wants to see the details in one glance, not endless scrolling.
J
Joey Brewer
I'd love to be able to search contacts by address or city. And keep it as a default columns for all users.
P
Preston Buckley
Half of the contact page features I don't/will not use. If I could remove 50% of the on-screen clutter, QOL will skyrocket!
J
Joey Bridges
Yes the contact conversation section takes up a lot of real estate. We would love to be able to adjust the space that it takes by adjusting any or all of the panels. My customer mostly uses notes, but there is value in resizing any of the panels.
N
Nick Drzayich
agreed. the conversation section in the middle of the page takes up too much space. would much rather have the notes/tasks in main, center column.
C
Christine Soegaard
Listen to your users. We need to have the ability to edit and customize these views!
K
Kole Wade
Agreed. I just want notes to show first by default. Not the activities tab.
K
Ken Marks
I'm a new user and trying to customize the contact page layout and realizing I can't!! This makes it nearly unusable for my clients. Hoping this changes soon.
Load More
→