--- title: "customise your contact detail views" description: "Learn how to create custom views for the contact details page, and access our step-by-step instructions, FAQs, and everything you need to know!" url: https://help.ivorey.io/en/articles/13631356-customise-your-contact-detail-views collection: "CRM" updated: 2026-11-03 language: en --- # customise your contact detail views Learn how to create custom views for the contact details page, and access our step-by-step instructions, FAQs, and everything you need to know! ## before you dive in 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 > **Info:** Only account admins can create and manage contact details page views. * * * ## how to create custom contact details page views click here for the written steps 1. From the main ivorey menu, go to **CRM** > **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 2. 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. 3. 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 4. In the top right corner, you have the following controls: 1. **⟲ Undo** and **⟳ Redo** arrows 2. **⫿⫿⫿ 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) 3. **⟲ Reset to default**, to completely restore the default view and remove any customisations 4. **Save** button, to save changes when you’re done customising your view 5. Click the ✏ **pencil icon**, to edit the **Contact Card** section (top left corner): 1. 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. 2. 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. 3. Under **Visible on card**, toggle ON/OFF to display or hide the contact **Engagement Score** 4. Use the **Preview** window to check your changes > and click the **\[Apply\]** button to save 6. Customise the **Edit tabs** section (bottom left corner): 1. 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) 2. 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 3. 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) 7. 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. 1. 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) 8. 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** 9. 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) 10. Click **\[Manage all users\]**, in the top right corner, for a full overview of who is assigned to which view 1. On the **Groups** tab, you can choose to assign all **Admins** or all **Users** to a specific view 2. Or on the **Admin(s)** and **User(s)** tabs, you can set the assigned view for each Admin or User individually 3. Click the **\[Save\]** button, at the bottom, to save any assignment changes 11. When you’re done, ask the relevant team members to open a contact record, to confirm everything is displaying as expected * * * ## frequently asked questions can team members customise their own contact details view? No, only users with admin-level permissions can create and manage views. Team members will see whichever view has been assigned to them. what happens if i don't assign a team member to a contact details view? 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. can i use the same contact details view for multiple team members? 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. * * * ## need help? Hit the support chat widget inside ivorey - we can: - Walk you through any of the steps - Troubleshoot anything that’s not working We’re here and ready to help via the chat widget in the bottom right of your ivorey account. Or if you are looking for done-for-you support, you can browse our current services [here](https://ivorey.io/services) 🤍 ## Related - [all about the CRM: a master help guide](https://help.ivorey.io/en/articles/11458202-all-about-the-crm-a-master-help-guide.md) - [import contacts and tags](https://help.ivorey.io/en/articles/12032669-import-contacts-and-tags.md) - [manage duplicate contacts](https://help.ivorey.io/en/articles/11658262-manage-duplicate-contacts.md) - [contact filters, tags and smart lists](https://help.ivorey.io/en/articles/10650307-contact-filters-tags-and-smart-lists.md) - [understand contact profiles in the CRM](https://help.ivorey.io/en/articles/13631318-understand-contact-profiles-in-the-crm.md)