Can I customize what shows on a contact record and in the inbox side panel?

Yes. Everything on the right side of a contact, in Contacts and in Conversations, can be customized. You can create custom tabs, custom sections inside those tabs, and custom fields inside those sections, so you show the information you need in your business and your clients show what they need in theirs.

1. Open a contact or conversation.
2. Click the small settings gear to open the contact layout.
3. Add or remove tabs, sections and fields, and drag sections to reorder them.
4. Save the layout.

You can also ask the AI assistant to customize the layout for you, for example to show only the fields a client in a particular niche cares about. With many clients, less is more, so a simpler layout is often easier for them.

The contact layout is also where you turn on the AI Summary of the contact's calls, meetings, emails and SMS. In the pipeline view you can separately choose which fields show on each pipeline card.