We’re excited to announce a new feature: contact page customization in Kraken Business Suite™. This update lets you tailor how contact information is displayed, offering more flexibility and control.
What’s New:
- Customizable contact detail page layouts.
- Create up to 5 different views per Account.
- Assign views to specific users or groups.
- Choose between 2-panel or 3-panel layouts.
- Configure modules as tabs or dropdowns.
- Reorder modules with drag and drop.
- Enhanced contact card with key details like email and phone.
- Show/hide custom fields as needed.
Why It Matters:
Previously, everyone used the same contact layout, which didn’t fit all needs. Now, you can:
- Customize views based on roles.
- Highlight important information.
- Reduce clutter by hiding unnecessary fields.
- Boost productivity with tailored layouts.
How It Works:
- Go to Contacts > Settings > Customize contact detail view.
- Create and configure your custom views.
- Design layouts by rearranging modules and choosing panel structures.
- Assign views to users or groups.
- Users will see their assigned layout when accessing contacts.