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Patient Copilot Help Center

Contacts – All-New Contact Detail Page

The all-new Patient Copilot Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place. This article explains what changed, why it matters, and how to start using productivity-boosting upgrades like Auto-Save, collapsible panels, and instant keyboard navigation. * * * * * * ## What is the All-New Contact Detail Page? Re-engineered from the ground up, the Contact Detail Page is the central workspace where you can review contact information, track conversations, log activities, and launch actions—now optimized for speed and usability. The redesign replaces endless scrolling with a three-panel layout, surfaces critical data at a glance, and remembers your personal view preferences for a truly streamlined CRM experience. * * * ## Key Improvements at a Glance - Modern design: Faster, consistent, and visually streamlined layout. - Auto-Save: Changes save automatically when you leave a field — no clicks needed. - Smart Navigation: Move between contacts using keyboard shortcuts. - Collapsible panels: Focus on what matters most, and the system remembers your layout. - Inline associations: View and edit Companies, Opportunities, and Custom Objects right from the contact page. - Cleaner right panel: Unified experience for Tasks, Notes, Documents, Payments, and Appointments. - Hide empty fields: Reduce clutter and view only what’s filled. - Search inside fields: Quickly locate data or folders. - Streamlined linked records: Access Opportunities from a dedicated tab in the right panel, with Companies and Custom Objects available under Associations. * * * This is where you’ll find and manage all the key details about your contact. Key Actions: Edit the profile picture directly.!(https://assets.patientcopilot.ai/550e94617aad6119.png) Update contact details such as name, email, phone, and tags.!(https://assets.patientcopilot.ai/e53781f0c2077d7f.png) Use the DND tab to configure communication preferences.!(https://assets.patientcopilot.ai/e22b84312dbb1c06.png) Use the Actions tab for quick utilities (like managing Opportunities, workflows and client portal).!(https://assets.patientcopilot.ai/8ac5c3b3fce4f526.gif) ### Tips: Toggle “Hide Empty Fields” to focus only on filled data. Use Search Fields & Folders to jump straight to the information you need.!(https://assets.patientcopilot.ai/c9131a8b108fe985.png) * * * ## Center Panel: Conversations & Activities This section shows the complete history of your interactions with the contact. You can: - View messages, calls, and notes in one place.