Contact Detail Page customization in SourCherry 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.

TABLE OF CONTENTS

• What is Customizing the Contact Detail Page?
• Key Benefits of Customizing the Contact Detail Page 
• Views and Access Management
• Contact Detail Page Layout Structure
• How To Customize the Contact Detail Page 
• Best practices for Customizing the Contact Detail Page
• Frequently Asked Questions
• Related Articles

What is Customizing the Contact Detail Page?

Contact Detail Page customization allows admins to tailor how contact records appear inside SourCherry. 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.

Note: Only admins can create and manage views.

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:

Important: The Conversations module is fixed and always appears in the center panel.

1. Contact Card: The top section that displays key contact details.
   
   

2. Left Panel: Used for custom fields, standard fields, and folders.
   
   

3. Center Panel: The primary workspace for major modules.
   
   

4. Right 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

1. Click on the Contacts tab.
   
   
2. Go to SmartLists
   
   
3. Click on the three dots.
   
   
4. Click on Settings.
   
   
   
   
5. Click on 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.

Note: You can create up to 5 views per account and only admins can create and manage views. 

1. Click on + Add View button.
   
   
   
   
2. Add View Name.
   
   
3. Assign User(s) to the view. (A user can be in only one view. If removed, they return to the default view.)
   
   
4. Click on Create.
   
   
   
   
5. Once a view is created, click on the three dots on the top right of the view to:
   
   
   • Rename View.
   • Manage Users.
   • Duplicate View.
   • Delete View.
     
     
     
     
6. Assign the view to the appropriate users in Manage Users.
   
   
7. Click on Manage all users to get a global view of user assignment.
   
   
8. Review which users are mapped to each view and reassign them as needed.
   
   
   
   

Step 3: Customize the Details Page

Use the layout editor to organize the Contact Detail Page.

1. Customize 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:

• Phone number
• Email address
• Contact address
• Owner
• Followers
• Tags
• Up to two custom fields
  

Important details:

• Owner and Followers can be managed separately.
  
  
• You can show only Owner, only Followers, both, or neither.
  
  
• You can add up to two custom fields to the Contact Card for quick visibility.
  
  
• Custom fields shown on the Contact Card are read-only.
  
  
• To edit custom field values, use the All fields tab.
  
  
• Tags do not have to stay on the Contact Card. You can place Tags in the left panel or center panel based on your layout.
  
  
• Only the primary phone number can be displayed.
  
  
• Only the primary email address can be displayed.
  
  
• You can reorder available items within the Contact Card.
  
  
• You can hide fields that are not needed.
  
  
• You can disable the Delete button to help prevent accidental contact deletion.

2. Customize 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
  
  

3. Use the Dynamic Tab feature

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

• A Dynamic Tab can appear between All fields and Actions.
  
  
• You can assign a supported module to this tab.
  
  
• When a module is placed in the Dynamic Tab, it is removed from its previous tab location.
  
  
• Modules placed in a Dynamic Tab open expanded by default when the tab is opened.
  
  
• This is useful for items such as Opportunities or Client Portal when quick access is needed.
  
  
• You can also rename and reorder tabs to match the workflow your users follow.

4. Customize 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.

Note: 
Actions modules can be moved to the center panel or kept in the left panel.
Actions modules cannot be moved to the right panel.
Right panel modules can stay in the right panel or move into the center panel.

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.

Note: Tags can be placed in the center panel when they need more space or when you want to keep the Contact Card cleaner.

Choose the display style that best fits how your needs.

5. Customize Right Panel

Reorder modules for quick access.

6. Choose 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.

Important details:

• 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