Customize records

Custom Interfaces is a system module for inserting your own code into a record’s experience (for example, a Contact’s or Deal’s record) — not a visual layout builder. It appears in the general module search and in the panel used to customize the top bar’s shortcuts.

Creating a custom interface

A custom interface needs a name, a type, and a block of Code:

The Custom ui type dropdown offers five options:

• Sidebar — a panel injected into a record’s side panel.
• Default Table Columns — sets which columns a table shows by default.
• Field Widget — replaces or augments how a specific field renders.
• Table Row Action — adds a custom action to a row’s menu.
• Table Cell Widget — replaces how a specific cell renders in the table.

Below the type, the Code field is where the interface’s logic lives — there is no drag-and-drop layout builder. An Active switch turns the interface on or off, and Allow everyone view/edit switches control who can see or modify the CustomUi record itself (not the interface’s runtime visibility).

The module isn’t finished yet

What’s described above is the creation form, and it works: you can fill it in, save, and see the record in the table. What isn’t complete yet is the runtime effect — the interface actually showing up where its type promises.

Checked on August 27, 2026 with a Sidebar interface created and its Active switch turned on: the record saves and appears in the list, but afterwards it shows up nowhere — not in the navigation menu, not on a record’s page. The other four types haven’t been tested.

While the module stays this way, count on creating the record but not on the interface being displayed. This article will be updated once the feature is finished.