We\u2019ve completely redesigned the interface so everything is organised neatly for you to find what you need, without having to scroll endlessly.<\/p>\n\n\n\n
What has changed?<\/strong><\/h3>\n\n\n\nHere\u2019s a quick summary of the changes, especially if you\u2019ve been using Privyr for a while.<\/p>\n\n\n\n
All your contact buttons are now at the top of your Client Details for faster access!<\/strong><\/p>\n\n\n\n![\"\"](\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/07\/1F4aPVG4HkNIBTVFvT5HjYA3PrDh9J6nFzeCjxhM.gif\")
<\/figure><\/div>\n\n\nThis includes your Quick Response<\/a>, Call, WhatsApp, and SMS buttons. Just scroll through them and contact the lead in one tap. They\u2019re automatically sorted based on your preferred channels and settings.<\/p>\n\n\n\nNew tabs for easier access to key details!<\/strong><\/h3>\n\n\n\nFor better organisation and access, we\u2019ve also split your client information into three focused tabs: Overview, Info, and Timeline.<\/p>\n\n\n
\n![\"\"](\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/07\/rHBDCcr6P6mYPblJ4552pJOPPVLoe4k9M7CkDA6R-1024x684.jpg\")
<\/figure><\/div>\n\n\n1\ufe0f\u20e3 <\/strong>The Overview<\/strong> tab shows you key details about a client at a glance: who they are, when to follow up, and a summary of your last and next activity with them<\/strong>. This will save you a lot of time because, unlike before, you won\u2019t have to scroll through the Timeline to find and review the activities yourself.<\/p>\n\n\n\nPrivyr will also automatically show you the most important information about the lead, including any Custom Fields that are filled out, such as their Lead Stage, Opportunity Size, or Birthday. You\u2019ll see a clean, focused view instead of endless empty fields.<\/p>\n\n\n\n
\ud83d\udca1 Tip:<\/strong> The Overview always shows your first two Custom Fields even if they\u2019re empty.<\/p>\n\n\n\n2\ufe0f\u20e3 <\/strong>The Info<\/strong> tab shows you the full details about the client<\/strong>. You can quickly edit and update everything from here, including their name, contact information, and any Custom Fields<\/a> that haven\u2019t been filled out.<\/p>\n\n\n\n3\ufe0f\u20e3 The Timeline<\/strong> tab is where you can see all your past and upcoming activities with the client<\/strong>. Jump straight to your activity history without having to scroll past all the client details first.<\/p>\n\n\n\n\ud83d\udca1 Tip:<\/strong> To quickly add activities for a client, tap on the (+)<\/strong> button at the bottom right of the screen.<\/p>\n\n\n\n![\"add](\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2025\/07\/privyr-add-activity-button-2.gif\")
<\/figure><\/div>\n\n\nCheck out the new Client Details screen on the Privyr mobile app today! \u26a1 It loads faster and organises everything in a more intuitive way that saves you time on every action.<\/p>\n\n\n\n
\n
<\/figure><\/div>\n\n\nThis includes your Quick Response<\/a>, Call, WhatsApp, and SMS buttons. Just scroll through them and contact the lead in one tap. They\u2019re automatically sorted based on your preferred channels and settings.<\/p>\n\n\n\n For better organisation and access, we\u2019ve also split your client information into three focused tabs: Overview, Info, and Timeline.<\/p>\n\n\n 1\ufe0f\u20e3 <\/strong>The Overview<\/strong> tab shows you key details about a client at a glance: who they are, when to follow up, and a summary of your last and next activity with them<\/strong>. This will save you a lot of time because, unlike before, you won\u2019t have to scroll through the Timeline to find and review the activities yourself.<\/p>\n\n\n\n Privyr will also automatically show you the most important information about the lead, including any Custom Fields that are filled out, such as their Lead Stage, Opportunity Size, or Birthday. You\u2019ll see a clean, focused view instead of endless empty fields.<\/p>\n\n\n\n \ud83d\udca1 Tip:<\/strong> The Overview always shows your first two Custom Fields even if they\u2019re empty.<\/p>\n\n\n\n 2\ufe0f\u20e3 <\/strong>The Info<\/strong> tab shows you the full details about the client<\/strong>. You can quickly edit and update everything from here, including their name, contact information, and any Custom Fields<\/a> that haven\u2019t been filled out.<\/p>\n\n\n\n 3\ufe0f\u20e3 The Timeline<\/strong> tab is where you can see all your past and upcoming activities with the client<\/strong>. Jump straight to your activity history without having to scroll past all the client details first.<\/p>\n\n\n\n \ud83d\udca1 Tip:<\/strong> To quickly add activities for a client, tap on the (+)<\/strong> button at the bottom right of the screen.<\/p>\n\n\n Check out the new Client Details screen on the Privyr mobile app today! \u26a1 It loads faster and organises everything in a more intuitive way that saves you time on every action.<\/p>\n\n\n\nNew tabs for easier access to key details!<\/strong><\/h3>\n\n\n\n
<\/figure><\/div>\n\n\n<\/figure><\/div>\n\n\n