The “About This Contact” section in Talk gives you quick access to important details about a contact. With the customization feature, you can decide which default fields (like email or phone) and which custom fields (created by your organization) appear in this section. This way, the contact profile reflects the information most relevant to your role and workflow.
Why this matters
Every agent and team works differently. Sales teams may want to focus on CRM fields, while Support teams may prefer to see account status or region. Customizing the “About This Contact” section ensures each user sees only the details they need.
Keeps profiles clear by removing unnecessary fields.
Supports faster work by highlighting key details during calls or chats.
Fits team needs by letting different groups surface the fields most useful to their workflow.
How admins can use this
Admins don’t have to enable or configure anything for this feature. However, they can help their teams make the most of it by:
Encouraging customization so each agent adapts their profile view to their daily work.
Recommending useful fields for different roles (for example, Sales may show CRM data, while Support shows customer tier).
Including guidance in training or QA documentation to standardize best practices across the team.
How agents can use this
Customizing your “About This Contact” view is simple and can be done directly from a contact profile.
Steps to customize your view:
Open a contact profile in Talk.
In the About This Contact section, click the gear icon or customization link.
You’ll be redirected to Talk Settings > Contact Tab.
Choose which fields to display:
Show or hide default fields (e.g., Owner, State, Email, Phone).
Show or hide any custom fields that exist in your organization.
Click Save.
Your changes will apply immediately. They affect only your account and will be reflected in every contact profile you view.
Related features
This customization option works alongside other Talk settings to make contact management easier:
Custom fields let you display CRM-specific or workflow-specific data.
Contact Visibility Settings ensure you see only the contacts you’re allowed to access.
Together, these tools make the contact profile more focused and useful for high-volume teams.