Overview

Scalendo's enhanced Add Contact sidebar improves contact creation workflows. The feature "streamlines contact creation and keeps your CRM consistent" through admin-controlled field visibility, required field designation, and field reordering capabilities.

Status: Currently available in Labs only. Admins must enable it via Agency settings > Labs.

What It Is

The upgrade replaces the classic pop-up with a "modern slide-out" interface, allowing administrators to control which fields display and their order. It supports standard and custom fields with drag-and-drop reordering and required field toggles.

Key Benefits

• Faster entry: Slide-out UI maintains page context during contact creation
• Cleaner data: Display only necessary fields
• Higher quality: Enforce required fields for critical information
• Custom field support: Include contact-level custom fields at creation
• Admin governance: Standardize layout across teams

Admin Permissions & Access

• Who customizes layouts? Admin-level users via Roles & Permissions
• Who creates contacts? Any user with Contacts area access

Setup Steps

Step 1: Navigate to Contacts → Smart Lists → + Add Contact