The Contacts area is the central database for every lead, patient, and client in Aesthetix CRM. From here you can view and search contacts, apply filters, run bulk actions, add new records, and open any individual contact to review and update their full history. This guide covers how to navigate the Contacts area, what you see on the Contact Detail Page, how to customize that page with Views, Panels, and Modules, where to find the contact's assigned owner, and how the Sticky Contact feature works.
For building and saving filtered lists of contacts, see the Smart Lists guide. For adding or updating individual records, see the Creating & Editing Contacts guide.
The Contacts area is where all of your contact records live. Open it by clicking Contacts in the left sidebar. Inside Contacts you will find Smart Lists, the main list view that displays your contacts in a table.
From the Smart List view you can:
Browse all contacts in a sortable, columnar table.
Search for a specific contact by name, email, or phone number.
Apply filters to narrow the list (for example, by tag, owner, or date added).
Save filtered results as a reusable Smart List.
Select multiple contacts and perform bulk actions.
Add a new contact directly from the list.
Smart Lists let you build and save targeted segments of your database so the right contacts are always one click away. For the full breakdown of building, filtering, and saving Smart Lists, see the Smart Lists guide.
To open an individual contact record:
Click Contacts in the left sidebar.
Go to Smart Lists.
Click the contact's name in the list to open their Contact Detail Page.
The Contact Detail Page is the full profile for that person, showing their fields, conversation history, owner, and every module your account has enabled for the layout.
The Contact Detail Page is divided into sections so that information is organized around how your team works. Understanding each area makes the page easier to navigate and maintain.
Each view is built from four main sections:
Contact Card: The top section that displays the key contact details (name, primary phone, primary email, address, owner and followers, and tags).
Left Panel: Used for custom fields, standard fields, and folders.
Center Panel: The primary workspace for the major modules. The Conversations module is fixed here and always appears in the center panel.
Right Panel: Used for additional modules.
This structure is consistent across every view, which keeps records predictable even when different teams use different layouts.
Contact Detail Page customization lets admins tailor how contact records appear, so each user sees the right information in the right place. With customizable Views you can organize panels, choose which modules appear, control field visibility, and assign specific Views to specific users. This makes it possible to create role-based experiences (for example, Sales, Support, or Admin).
Only admins can create and manage Views.
Role-based views: Create different contact layouts for different users.
Better organization: Arrange modules, folders, and fields based on workflow priority.
Less clutter: Hide unnecessary fields and modules to simplify the page.
Improved efficiency: Surface frequently used tools in the center panel or Dynamic Tab.
More control: Limit delete access and assign the right view to the right users.
Views make it possible to create tailored layouts for different users while keeping administration centralized. Admins decide which users see each layout and can set a default experience for the account.
You can create up to 5 views per account.
Only admins can create and manage views.
The Default view is preset and cannot be changed.
Views are assigned to users through Manage Users.
You can review which users are mapped to each view and reassign them as needed.
Click on the Contacts tab.
Go to Smart Lists.
Click on the three dots.
Click on Settings.
Click on the Customize Contact detail view tab.
Create a new view if needed and name it based on the user or workflow it will support. You can create up to 5 views per account, and only admins can create and manage views.
Click the + Add View button.
Add a View Name.
Assign User(s) to the view. A user can be in only one view. If a user is removed, they return to the default view.
Click Create.
Once a view is created, click the three dots at the top right of the view to:
Rename View
Manage Users
Duplicate View
Delete View
Assign the view to the appropriate users in Manage Users.
Click Manage all users to get a global view of user assignment.
Review which users are mapped to each view and reassign them as needed.
Use the layout editor to organize the Contact Detail Page.
1. Customize the Contact Card
The Contact Card keeps important contact information visible at the top of the record. You can add and arrange the following items:
Phone number
Email address
Contact address
Owner & Followers
Tags
Important details:
Only the primary phone number can be displayed.
Only the primary email address can be displayed.
You can reorder available items within the Contact Card.
You can hide fields that are not needed.
You can disable the Delete button to help prevent accidental contact deletion.
2. Customize the Left Panel
The left panel helps organize field data so users can quickly review and update contact information. You can use the left panel to:
Rearrange custom folders and fields
Rename folders for better clarity
Hide fields that are not relevant
Re-add removed fields using the Add button
Review how many fields are currently visible
3. Use the Dynamic Tab feature
The Dynamic Tab surfaces one high-priority module in a dedicated tab for faster access.
A Dynamic Tab can appear between All Fields and Actions.
You can assign a supported module to this tab.
When a module is placed in the Dynamic Tab, it is removed from its previous tab location.
This is useful for items such as Opportunities or Client Portal when quick access is needed.
4. Customize the Center Panel
Drag and drop modules from the Actions tab or the right panel to customize your layout. The Conversations module always remains fixed in the center and cannot be removed.
Actions modules can be moved to the center panel or kept in the left panel.
Actions modules cannot be moved to the right panel.
Right panel modules can stay in the right panel or move into the center panel.
Display options include:
Tabs View: Modules appear as tabs, similar to Smart Lists.
Dropdown View: Modules are grouped under a dropdown menu to reduce visual clutter.
Choose the display style that best fits how your team works.
5. Customize the Right Panel
Reorder modules in the right panel for quick access.
6. Choose a panel layout
Select the layout style that best matches how much information needs to be seen at once. Available layout options:
Three-Panel View (Default): Displays the left, center, and right panels.
Two-Panel View: Merges right panel modules into the center panel for a more compact experience.
Important details:
In Two-Panel View, right panel items are merged into the center panel.
When switching back, the layout restores the previous arrangement.
Review the live preview to confirm the layout, then click Save to save the view.
Create separate views for different teams and responsibilities (for example, Marketing, Sales, Support, and Admin).
Keep high-priority modules in the center panel.
Hide unused fields to reduce clutter.
Use the Dynamic Tab for the most frequently used action or module.
Disable the Delete button if protecting contact data is a priority.
Every contact can have an owner, the user responsible for that lead or client. Checking the assigned user helps you confirm whether a contact has been delegated and to whom.
To check what user is assigned to a contact:
Click on Contacts.
Click on Smart Lists.
Choose your desired contact from the list to open their record.
Check the Owner (Assign to) section to see the assigned user.
If you do not see a name, no one has been assigned yet.
The owner also appears in the Owner & Followers item on the Contact Card when that item is enabled in your layout. Keeping owners assigned ensures leads and client engagements are tracked and tasks are delegated to the right team member.
Sticky Contact stores and synchronizes cookie data from a lead across multiple forms and surveys they have previously completed. When the same lead returns on the same device and browser, the system remembers and auto-fills their contact details. This is especially useful when an initial opt-in leads to a calendar or appointment page, or to a multi-step order form, so the lead does not have to re-enter information they already provided.
To enable Sticky Contact on a form:
Click on Web Tools.
Click on Forms.
Click on Add Form.
Select either Start from scratch or use a form template.
Click on Create.
Click on Settings.
Locate the Sticky Contact option, which remembers and auto-fills contact details when the user returns on the same device and browser.
Click to enable the Sticky Contact feature.
Important: If you are filling out a form on behalf of a lead, such as during a phone call or text conversation, use incognito mode in your browser when Sticky Contact is enabled. Otherwise the lead's previous information will populate the form or survey each time you access it (unless you clear your cache), and the software will interpret it as the lead attempting to enter their data again.
Q: Where do I find all my contacts? Click Contacts in the left sidebar, then open Smart Lists to see the full contact list, where you can search, filter, run bulk actions, and add new contacts.
Q: Who can create or manage Contact Detail Page views? Only admins can create, edit, and manage views.
Q: How many views can be created per account? You can create up to 5 views per account.
Q: Can more than one default view be set? No. Only one default view can be active at a time, and the Default view is preset and cannot be changed.
Q: Can users be assigned different views? Yes. Admins can assign or reassign views through Manage Users, but a user can only belong to one view at a time.
Q: Can the Conversations module be moved to another panel? No. The Conversations module is fixed in the center panel.
Q: Can actions be moved to the right panel? No. Actions can remain in the left panel or move to the center panel, but they cannot move to the right panel.
Q: Can I switch between two-panel and three-panel layouts? Yes. Admins can switch between both layout options based on need, and switching back restores the previous arrangement.
Q: Can hidden modules or fields be restored later? Yes. Removed modules and hidden fields can be added back using the Add button.
Q: How do I see who a contact is assigned to? Open the contact and check the Owner (Assign to) section. If no name appears, the contact is unassigned.
Q: Why is Sticky Contact pre-filling a form with the wrong person's details? Sticky Contact auto-fills from cookie data on the same device and browser. If you complete forms on behalf of leads, use incognito mode so prior entries do not carry over.
