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Nancy Jatcko
First Timer
June 22, 2026
Question

Customize interface

  • June 22, 2026
  • 3 replies
  • 19 views

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

3 replies

rachel moody
Community Manager
June 23, 2026

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
First Timer
June 23, 2026

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
June 23, 2026

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