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Add, Reorder, and Edit Widgets on the Contact Record
Add, Reorder, and Edit Widgets on the Contact Record
Ionia avatar
Written by Ionia
Updated over a week ago

Contact records in Nimble enable you to keep track of important details about your contacts such as email communication, addresses, phone numbers, notes, and other activities. So you are seeing what's most important to you when you first visit the contact record, you can edit and rearrange the widgets.

To do this, just click the ellipsis icon and choose "Reorder and Edit Left Panel Widgets". You can now drag and drop the widgets or even hide them.

When you are ready, click "Close" to save your changes.

You can also edit the field names and create new widgets from data fields. To do this, scroll to the bottom of the page where you'll see "Selected Fields".

From here, you can create, duplicate selected field widgets and even hide/delete the widget.

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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