What Is the Contact Detail Page?

The Contact Detail Page replaces long scrolling with a three-panel workspace. The page is designed to make contact data easier to find, edit, and act on. Key improvements include:

The left panel contains the contact profile and editable contact fields.

Use this panel to view or update:

Click the profile image or initials area to edit the contact profile picture.

The All Fields tab shows contact fields and field folders. Use this tab to edit contact information, review custom fields, and locate stored data on the record.

Use Search Fields and Folders to quickly find a field or folder inside the contact record. The filter menu can also hide empty fields and folders or show only empty fields and folders.

The DND tab controls the contact’s communication preferences.

Use this tab to enable or disable DND for:

The Actions tab gives quick access to action-based records connected to the contact. Depending on the account setup, this can include opportunities, workflows, courses, and client portal actions.

The center panel shows the contact’s communication and activity history.

Use this panel to review:

You can also send messages or continue communication from the composer at the bottom of the center panel.

The right panel contains contact-specific modules. The right panel is collapsible and remembers the last active tab. Available modules can include:

The Associations module shows companies and custom object records linked to the contact. Use this module to view, create, link, or manage associated records without leaving the contact page.

The Opportunities module shows opportunities linked to the contact. Use this module to review opportunity name, pipeline, stage, value, and status. Opportunities can also appear inside the Actions tab on the left panel.

The Tasks module shows tasks tied to the contact. Use this module to add, search, edit, or complete contact-specific tasks.

The Notes module stores internal notes related to the contact. Use this module to add updates, discussion notes, and important context for the team.

The Appointments module shows upcoming and past appointments for the contact. Use this module to review appointment status, calendar name, appointment date, and appointment time.

The Documents module shows files connected to the contact. Use this module to review documents by status, including all, internal, sent, and received files.

The Payments module shows payment-related records for the contact.

Use this module to review:

Auto-Save saves contact field changes automatically when you leave a field.

When Auto-Save is off, edits appear in the save bar at the bottom of the left panel.

To enable Auto-Save from a contact record:

The confirmation modal explains that changes will save automatically after you leave a field. This setting applies to all users in the account.

Admins can enable or disable Auto-Save from Contact Settings.

Go to: Settings → Contacts → Details → Auto-Save

Enable the Auto-Save toggle, then save the change.

Keyboard shortcuts help users move faster on the Contact Detail Page.

Use the shortcut panel to view available shortcuts for navigation, contact actions, conversation actions, and composer actions.

Common shortcuts include:

Company records can be viewed and edited from the contact page when a company is associated with the contact. Use the company panel to update company name, phone, email, website, address, state, city, and description.

Auto-Save may already be enabled for the account. Check Settings → Contacts → Details → Auto-Save.

Auto-Save may be turned off. Use the save bar to manually save changes or enable Auto-Save from the three-dot menu.

Use Search Fields and Folders to search for the field. If the field is empty, check whether empty fields are hidden.

Click the module icon on the right-side toolbar. The right panel remembers the last active tab, so it may open to a previous module.

Yes. Once Auto-Save is enabled, it applies to all users in the account.

You can edit the field again. Auto-Save updates the record after you leave the field.

Auto-Save may already be enabled. Check Settings → Contacts → Details → Auto-Save.

Yes. Use the save bar at the bottom of the left panel to manually save contact record changes.

Use the Opportunities module in the right panel or the Actions tab on the left panel.

Use the Associations module in the right panel to view, add, link, or manage associated companies.