The fields that you have for contacts and companies, as well as the categories that they're in, are always the same for every agent. However, you can still customize the sidebar to really make it work best for your needs. There are two ways ways of doing that: by customizing the cards, and by customizing the fields. Both change the sidebar just for you, meaning you can freely customize it without having to coordinate with your colleagues.

For more on how to actually make changes to the fields and categories themselves see the following articles:

Customizing Cards

You can customize the cards either by reordering them around or by changing their visibility.

Reordering Cards

To reorder a card, simply hover over it and you'll see a drag handle show up in the top. Click and hold to start dragging, and then move the card to wherever you want it to be. This is a great way to have those cards that are most important to you in the top of the sidebar.

Hiding or Showing Cards

To hide a certain card, click on the customization button in the very top of the sidebar. You'll see a menu pop up that displays all other cards that are currently hidden, and every card in the sidebar now shows both a drag handle to reorder it and an eye button to hide it.

To have a card show up in your sidebar again after it's been hidden, click the customization button again to open up the menu on the side and click on the eye icon on the row of the card that you want to show. The card will be moved to the top of the sidebar again, after which you can reorder it if you want.

To leave customization mode, click the Done button or click the customization button in the top of the sidebar again.

Customizing Fields

Just as with the cards, fields can be both reordered and shown or hidden.

Reordering Fields

To reorder a field, click on the Edit button in the bottom right of a card to go into edit mode. You'll see two buttons appear for every field, with the drag handle on the left. Similarly to when reordering cards, clicking and holding will allow you to start dragging it to a different position. Once you're done, click Done to step out of edit mode.

Hiding or Showing Fields

To hide a field, click on the Edit button in the bottom right of the card to go into edit mode. You'll see two buttons appear for every field, with the visibility button on the right (with an eye icon). Clicking that will move the field down to below the Done button. Clicking that button will let you step out of edit mode.

Hidden fields won't be visible by default, but they're always just one click away. If a card has any hidden fields, you'll see an additional button show up in the bottom saying Show all fields. Click this to have all hidden fields show up below it, and click it again to hide them.

To have a field show up in the card again, click on the Edit button to go into edit mode, and click the button with the eye icon below the Done button. This will move it above the Done button, and after stepping out of edit mode by clicking Done you'll see it's always visible.