Customize Contact Pages in your CRM
You can customize all Contact pages in your CRM account.
| Show/hide custom fields by default |
| Show all updates/only notes on the Contact Activity Timeline |
| Show updates for all contacts/one contact in the Organization Activity Timeline |
Show all Contact & Organization fields
On the Settings page under the Contact page preferences scroll down to Show all Contact & Organization fields → toggle the slider to enable or disable the feature.
Please use this setting wisely. If you have a lot of Custom Fields, having this switched on will push the Next Action area further down the page.
Customize the Contact Activity Timeline
On the Settings page under the Contact page preferences, scroll down to Contact Activity Timeline → toggle the slider to enable or disable the feature.
When viewing a contact profile, you can default to seeing all the activity of the contact or the notes associated with them.
Customize the Organization Activity Timeline
On the Settings page under the Contact page preferences, scroll down to Organization Activity Timeline → toggle the slider to enable or disable the feature.
Notes:
- When viewing a contact profile, you can default to seeing the activity across their Organization or only the activity associated with this contact.
- For organizations with more than 25 contacts, it defaults to the individual contact timeline.