Setting up your contact screen

You decide how the contact screen is laid out. You choose which blocks you see on the right and in which order, which tabs there are, and which columns the contact list shows. That way, what you use every day is at the top, and what you don't use disappears.

In the contact screen, click the gear icon at the top right and choose Edit widget.

Contact widget: the blocks on the right

Here you decide which blocks you see on the right of the contact screen, such as Numbers, Address, Tags, Notes, Folders / Tasks, Upcoming appointments, Extra details, Info fields, Invoice options, Linked contacts and Time.

• Turn on or off: don't use the calendar or the info fields? Untick Active. The block disappears from your contact screen.
• Change the order: drag a block up or down by its arrows.

Click Save.

Manage tabs

These are the tabs in the contact widget, below the contact's name and above the address. For example Contact details, Linked contacts and Folders / Tasks. Turn off what you don't use.

Manage columns

Here you choose the columns of the contact list. You have four. By default they are Name, Company name, Email and Contact type.

You can choose any field as a column, for example City, Zip code, Phone, Debtor number, Account manager or one of your info fields.

Tip: the search field above the contact list searches these columns. So if you add City as a column, you can also search by city. Read more: Searching in SpinOffice

Settings for the whole team

Are you an administrator? Then you can apply your layout to your colleagues too. That way, everyone works with the same screen.

1. First set up your own widget the way you want it.
2. Go to the Sync tab.
3. Tick the colleagues, or click Select all.
4. Click Save.

Only a user with the SpinOfficeAdmin right can do this. Your colleagues can then adjust their own layout again.