Your contact details page can be customised to show the right information to the right people, so each team member sees a layout that matches how they actually work. Rather than everyone seeing the same default view, you can create tailored layouts for different roles, hide fields that aren't relevant, and surface the most important information front and centre.
This guide is perfect if you want to:
Create role-specific contact views for different team members
Reorganise contact profile panels, modules, and fields to match your workflow
Reduce clutter by hiding contact fields that aren't relevant to certain users
Control which team members can delete contacts
From the main Ivorey™ menu, go to Contacts > on the Smart Lists tab, click the [⋮] three dots, in the top right corner > select [Settings] > and go to the [Customize Contact Detail View] tab
Click [+ Add View] > give the view a clear Name (e.g. Sales View or Support Team) > Assign the relevant team members > and click [Create]
Note: You can create up to 5 different custom views. A user can only be assigned to one view at a time. If they are removed from a view, they return to the default view automatically.
Click the [⋮] three dots on the view to Rename it, Manage Users, Duplicate it, Delete it > click Edit view to start customising the layout of your view across the four sections
In the top right corner, you have the following controls:
⟲ Undo and ⟳ Redo arrows
⫿⫿⫿ three panel layout (default), displays the left, centre, and right panels simultaneously, or ⫿⫿ two column view, merges the right panel modules into the centre panel for a more compact layout (you can switch between the two without losing your settings)
⟲ Reset to default, to completely restore the default view and remove any customisations
Save button, to save changes when you’re done customising your view
Click the ✏ pencil icon, to edit the Contact Card section (top left corner):
Click [+ Add] to select which Fields should be displayed on the contact card, including: Owner & Followers, Tags, Phone number, Email address, and contact Address > click the [X] next to any field to remove it > and use the [⋮⋮] drag dots to reorder the fields
Note: Only the primary phone number and primary email address can be displayed here. Any additional details can be displayed in the next section.
Click [+ Add] to select which Actions should be enabled in the contact card, including: Delete > click the [X] next to any action to disable it > and use the [⋮⋮] drag dots to reorder the actions
Note: This allows you to control which team members can delete contact records.
Under Visible on card, toggle ON/OFF to display or hide the contact Engagement Score
Use the Preview window to check your changes > and click the [Apply] button to save
Customise the Edit tabs section (bottom left corner):
On the All Fields tab, [⋮⋮] rearrange, [X] remove or [+ Add] the folders you want to display > click the ✏ pencil icon on any folder to rearrange, remove or add the fields you want to display (including custom fields)
Click the ✏ pencil icon, at the top right of the Edit tabs section, to customise the Dynamic Tab (middle tab) by selecting an action (this will move the action from the Actions tab, to its own tab) or select none and have only the All Fields and Actions tabs
On the Actions tab, [⋮⋮] rearrange, [X] remove or [+ Add] the modules you want to display, including Opportunities, Workflows, Client Portal, Engagement Score, or DND (if you select an action for the Dynamic Tab, it will no longer be an option in the Actions tab)
In the Center Panel, drag and drop or click to [+ Add] modules into this panel, to prioritise the most important tools for each custom view
Note: The Conversations module is fixed and will always remain in the centre panel. Modules from the Actions tab can be moved to the centre panel but not to the right panel, and modules from the right panel can move to the centre but not to the Actions tab.
Choose whether to display modules in the centre as a Dropdown or as Tabs to reduce visual clutter (if you choose to only keep the Conversations module in the centre, this is irrelevant)
In the Right Panel, [⋮⋮] rearrange, [X] remove or [+ Add] the modules you want to display, including Activity, Associations, Opportunities, Tasks, Notes, Appointments, Documents and Payments
When you’re done customising, [Save] your changes > click the [← Back] button, to return to the view manager > and repeat the above steps to create more custom views (max. 5)
Click [Manage all users], in the top right corner, for a full overview of who is assigned to which view
On the Groups tab, you can choose to assign all Admins or all Users to a specific view
Or on the Admin(s) and User(s) tabs, you can set the assigned view for each Admin or User individually
Click the [Save] button, at the bottom, to save any assignment changes
When you’re done, ask the relevant team members to open a contact record, to confirm everything is displaying as expected
No, only users with admin-level permissions can create and manage views. Team members will see whichever view has been assigned to them.
If a team member is not assigned to a specific custom view, they will see the default view, which is preset and can’t be customised or deleted.
Yes, you can assign as many team members as you like to a single custom contact details page view. However, each user can only be assigned to one view at a time.
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