Customize Contacts Sidebar


I’d like to customize the sidebar when I’m viewing a contact. I want to be able to “Log a Call” (from the activities pulldown). My process now is to pop a new window from “activities” by selecting calls, and then “log a call”. I’d like to be viewing a contact (whom I’ve just called and likely left a message for) and then select “Log a call” from the sidebar.

The admin pages do not seem to allow me to do this.



You have that available on the Activities subpanel.

i suggest you go in Admin / System settings and turn off “display actions within menus”. Now you can access it in one click.

The sidebar is not customizable through Studio, but if you really want to do it you can customize in code.