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Nancy Jatcko
Explorer
Jun 22, 2026 5:43 PM UTC
Question

Customize interface

Is there a way to move sections such as interactions to appear first when opening a contact record?

3 replies

rachel moody
Community Manager
Jun 23, 2026 6:03 PM UTC

Hi ​@Nancy Jatcko! There isn’t a way to currently move interaction sections on a contact record like the “communications” or “groups” sections. You can pin notes to the top of a contact record though! When you scroll down to the notes section on a contact, you have the option to pin a note. 

Rachel at Bonterra
Nancy Jatcko
Explorer
Jun 23, 2026 6:09 PM UTC

Hi Rachel! Thanks so much. We do use the pinned feature but need to see all interactions in one spot. It is a bit difficult to see in the current way it is interfaced. I would love a scorecard interface with all totals at the top and then click to see each area without scrolling. 

rachel moody
Community Manager
Jun 23, 2026 6:18 PM UTC

Ahh, I understand! Have you submitted this to the ideas portal for our product team to look at? https://networkforgood.ideas.aha.io/

Rachel at Bonterra