Restore Previous Customer Card Window Size | Voters

Restore Previous Customer Card Window Size

Jose Constanzo

Please give users the option in their profile/settings to use the previous Customer Card window size.
The new larger Customer Card layout significantly reduces usable screen space and makes navigation much more difficult. I now have to zoom out just to properly view the card, click smaller windows, and move between different areas of the CRM. This adds unnecessary friction to something we use constantly throughout the day.
I understand this was an intentional design change, but not every user or workflow benefits from the larger layout. Rather than forcing one size for everyone, please allow us to choose between the new layout and the previous Customer Card size in our user preferences.
For BDC users who work multiple leads and conversations quickly, screen efficiency is extremely important. Giving us this option would solve the problem without requiring DriveCentric to reverse the change for users who prefer the new design.

Drew Adler

Merged in a post:

not sure if I like how stretched out the new update gave the profiles. it was fine the way it was

Alexi Alfaro

every profile looks extremely stretched out compared to before

Shelby Parker

Thanks for flagging this, Alexi Alfaro — totally hear you. To help us pinpoint what changed with the update, can you share which area of the profile feels most “stretched” (overall layout vs. info/contact section, activity timeline, notes, etc.)? Also, what’s the biggest impact on your workflow (more scrolling, harder to scan/read, key details getting pushed down)? And is it happening across every profile, or only certain ones (e.g., profiles with lots of data or specific customer types)?

Drew Adler

Merged in a post:

New Width of Client Profiles

CARLOS VENTURA

The new layout of the customer card is a bit awkward to read. The previous version was easier as it looked more like a phone and wasn't as wide. Can we revert to the previous customer card on PC?

Trevor Johnson

Mine looks completely normal just as it always has. Is this just a software glitch that's only happening to some people?

Shelby Parker

Thanks for flagging this, CARLOS VENTURA — totally hear you on the new customer card feeling wider and harder to scan on PC. This feedback is really helpful; I’m sharing it with the team so we can review the layout changes and assess options (including whether a return to the previous card style makes sense). If you’re open to it, a quick screenshot of what feels most awkward to read would help us validate we’re looking at the same thing.

Britney D.

Please change back to original size!

Jon Wong

please change customer card back to original size also when you click comms on the left and it opens a customer card under communications is quite annoying prefer it to stay on the tabs we always use instead of jumping around

Brittany Hoplock

I hate it

Manpreet Bhatti

yes

Drew Adler

Merged in a post:

Why keep trying to fix what isn't broke?

Waleed Zaitoun

First it was opening a lead going straight to the conversation tab (which no one uses). Now it's the extended activity bar. AT LEAST MAKE THE TABS CENTERED. Please revert it back or add a button for us to choose :)

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