customize contact home page template
Please consider offering ability to customize the contact home page template. So we could shift quadrants we use most to the top and either turn off quadrants we don't use or move them to the bottom.
Like SalesForce offers:
How do I customize my Salesforce homepage?
Go to Setup | Customize | Home | Home Page Layouts
Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
Anonymous
shared this idea
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Carol Nielsen
commented
This is an old suggestion that I would like to see brought to the forefront again. In today's world, the Client Contact Page should be more of "Dashboard" function where the user can customize it for what they want to see immediately when pulling up a client.
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Traci
commented
Many providers offer this ability and it makes a world of difference!
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Jacob
commented
Yes! I would love being able to add boxes for items found on the left like "memberships" and "accounts" to the main page.
Being able to resize/reorganize the current boxes (workflow tasks, contact details, contact card) at the very least would be great.Alternatively or even additionally, the option to add items to the "Keywords & Tags, UDFs, Financials, Important information, Misc Client Info" box down there would achieve a similar effect.
I'd love to see the "Past Due and Next 30, Latest Notes, Add Note" box include more options there as well, modeled after the "Keywords & Tags, UDFs, Financials, Important information, Misc Client Info" box. The way that you can click through those different options without loading a whole new page is incredibly handy.
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Erin Goodpaster
commented
I would love to see this enhancement as well. This would be helpful in our case specifically because we are using redtail for investment clients, insurance clients, and tax clients. We have added the appropriate "keywords" to each individual contact so that we can run reports to see who is a client of what business, if a contact is a client of all 3, etc. I would like to be able to see the box where the keywords are listed at the very top of the contact home page instead of having to scroll down. Please consider this enhancement.