topic Re: How can I customize the contact preview panel in APIs & Integrations

How can I customize the contact preview panel

ShayesGrooming — Fri, 05 Jul 2019 00:41:24 GMT

The contacts preview pane (what you get by tapping the Preview button on a contact) shows :

Contact details
Customer details
Deals, with each deal showing
- Amount
- Stage
- Close Date

What I'd like to do is

Hide the customer details
Hide the deal close date
Show the deal notes field.

Is there a way I can do this? I'm OK with writing code if that's what will get me results.

TIA

Josh

Re: How can I customize the contact preview panel

Phil_Vallender — Sun, 07 Jul 2019 22:57:32 GMT

Hi @ShayesGrooming

You cant currently change composirtion of the preview pane, with or without code. All you can do currently is change the contents of the 'about' box by changing your defaults.

Hope this helps.

Re: How can I customize the contact preview panel

TPiotrowski — Wed, 03 Feb 2021 21:14:17 GMT

This would be such a great feature to add as my sales team would really like to have less info in that preview panel, only the important things! Would be great if we could decide that.

Re: How can I customize the contact preview panel

dennisedson — Thu, 04 Feb 2021 16:25:30 GMT

Hey @TPiotrowski !

If there is not a similar post already, you could add this to the ideas board 😀

Re: How can I customize the contact preview panel

JLewis91 — Thu, 31 Aug 2023 13:01:31 GMT

Have there been any updates on this?

Re: How can I customize the contact preview panel

MGranberg — Thu, 23 Nov 2023 03:31:46 GMT

Is this resolved??? I cant seem to find the feature?
This seems pretty basic.
Can someone please help?

Re: How can I customize the contact preview panel

RodolfovR — Tue, 05 Mar 2024 16:13:50 GMT

This is sorely needed