Overview

"Contact Detail Page customization allows admins to tailor how contact records appear inside Scalendo." This feature enables role-based layout management through customizable views.

Key Benefits

• Role-based views: Create different contact layouts for various user types
• Better organization: Arrange modules and fields based on workflow priorities
• Reduced clutter: Hide unnecessary fields to simplify the interface
• Improved efficiency: Surface frequently used tools prominently
• Enhanced control: Limit delete access and assign appropriate views

Views and Access Management

• Maximum of 5 views per account
• Only admins can create and manage views
• Default view is preset and cannot be modified
• Views assigned through Manage Users
• Users can be reassigned between views as needed

Contact Detail Page Layout Structure

The page consists of four main sections:

1. Contact Card: Displays key contact details at the top
2. Left Panel: Houses custom fields, standard fields, and folders
3. Center Panel: Primary workspace for major modules
4. Right Panel: Additional modules