Why Custom Contact Layouts Help Your Team Work Better

When your whole team works from the same type of contact record, the wrong fields create noise, and missing fields create mistakes. Custom Layouts let Admins control exactly which contact fields each role sees, and in what order, so your sales team, support staff, and anyone else works from a view built for their job. Inline Editing lets any user with edit permissions update a contact field on the spot, without opening a separate screen.

This article covers how to create and assign custom layouts by role, and how to edit contact fields directly from a contact record.

How to Create and Manage Custom Layouts

This feature is available to Admins only.

To create a custom layout, click Settings in the left-hand navigation, then click Contact Settings. Select the Layouts tab. Click Create Layout to build a new layout, or click Edit on an existing layout to modify it.
 

Give your layout a name that reflects the role it is built for, such as "Sales Team View" or "Support View." Under Assign Roles, select which user roles should see this layout. If a user has access to multiple layouts, they can switch between these layouts from the contact record.
 

Note: Users will see the layout assigned to their specific role. If a user has multiple roles, they will see the layout with the highest priority.

Organize Fields in a Custom Layout

Once your roles are assigned, organize the fields your team will see. Click and drag the handle next to any field to reorder it. Click the Eye Icon next to a field to hide it from this layout without deleting it. To group related fields together, drag them into a logical section such as "Address Information."
 

Click Save Layout when finished. Users assigned to this layout will see the updated field order and visibility the next time they open a contact record.

How to Edit Contact Fields Without Leaving the Record

This feature is available to all users with permission to edit contacts.

Open the contact record you want to update. Any field that supports inline editing will display a Pencil Icon when you hover over it. Click the field directly or click the Pencil Icon to make the field editable.

Type the updated information into the field. Click the Checkmark to save the change, or click the X to cancel and revert to the previous value. Click the Checkmark (Save) to apply the change, or the X (Cancel) to revert.
 

Frequently Asked Questions

Why can't I see a specific custom field on a contact?
If a field is missing, an Admin may have hidden it in the Custom Layout assigned to your role. Contact your Admin to update the layout settings.

Does inline editing work on mobile?
Inline editing is currently optimized for the desktop experience. For mobile updates, continue using the standard edit functionality.

Can I revert to the default layout?
Yes. Admins can always reset a layout or re-assign users to the "Default Layout" provided by Thryv.

Can I create different layouts for different teams? 

Yes. Admins can create as many layouts as needed and assign each one to a specific role. This means your sales team, support staff, and any other role can each work from a view built for their needs.