Configure record pages
Customize the way data is displayed on record pages.
Workspace admins can customize record pages to make sure the most relevant information for their team is easy to find and well organized. Record page configuration controls which attributes, tabs, emails, and actions appear across records of the same object.
Get started with configuring record pages
To configure record pages for a given object, open any record for that object and select the ⋮ icon in the upper-right, then select Configure page. You must be a workspace admin to see this option.
When you’re finished making changes, click Save changes at the bottom of the page to apply the new configuration.
Configuration settings are specific to each object. For example, you can configure company record pages to show certain information, while person record pages show something different. Any changes admins make to record page configurations apply to all workspace members.
For a video walkthrough, see Record Pages in Attio Academy.
Manage highlights widgets
At the top of the Overview tab, you can display up to six attributes as highlight widgets. Click + Add widget to select the attributes whose values you want to show at a glance.
Add, remove, and reorder tabs
You can control how tabs such as Overview, Activity, Notes, Tasks, Emails, and Files appear on record pages for each object.
To configure tabs:
Add a tab by clicking + Add tab and selecting an option.
Reorder tabs by clicking and dragging them, or by clicking the ⋮ icon next to a tab and selecting Move left or Move right.
Remove a tab you’ve added by clicking the ⋮ icon next to the tab and selecting Remove tab. Some default tabs can’t be removed.
Manage relationship tabs
You can add tabs that display linked records through relationship attributes, such as Team on Companies, Company on People, Associated people and Associated company on Deals, or custom relationship attributes.
After selecting a relationship attribute, choose which attributes from the linked object you want to display on the tab, then click Save changes. The tab will show all connected records along with the selected attribute values.
Manage Emails tabs
Emails tabs can be customized to control which emails appear on a record by configuring one or more email sources for the tab.
Emails sources can be:
An email address attribute on people or users
A domain attribute on companies
How sources work:
Email address sources show all emails involving that specific email address.
Domain sources show all emails involving any email address that matches the domain.
Default Emails tab configuration
Each standard object starts with a default email source configuration:
People: Email addresses attribute on the person
Companies: Domains attribute on the company
Deals: Domains attribute on the linked Associated company
Users: Primary email address on the user and Email addresses on the linked Person
Workspaces: Domains attribute on the linked Company
Custom objects: No default configuration
Why configure email sources?
Email sources determine which emails appear on an Emails tab. Adjusting these sources helps ensure relevant conversations appear on the right records, even when they don’t follow default domain-based rules.
Company and Team example
By default, a company’s Emails tab only shows emails where the sender or recipient’s domain matches the company’s domain. This means emails sent from personal or secondary work addresses can be missed.
Adding Team > Email addresses as a source on Companies ensures that emails sent or received by anyone added to the Team attribute appear on the company’s Emails tab, regardless of email domain.
Custom object example
Custom objects can also show emails, as long as they’re connected to people or companies through a relationship attribute.
For example, if you have a custom Events object with an Event attendees relationship to people, you can add an Emails tab that uses Event attendees > Email addresses as a source. This surfaces all emails involving event attendees directly on the event record.
Add or update an Emails tab
To add or update an Emails tab:
Click the ⋮ icon next to an existing Emails tab and select Edit tab, or click + Add tab > Emails to create a new one.
Give the tab a title.
Add one or more email address or domain attribute sources.
Click Save changes.
Note: Learn more about viewing emails in Attio.
Using multiple Emails tabs on the same object
You can add more than one Emails tab to the same object, each with different sources. This is useful when you want to separate different types of communication instead of showing everything in a single tab.
For example, on Deals you might:
Keep the default Emails tab showing all emails related to the associated company.
Add a second Legal emails tab that uses the Legal POC relationship attribute and selects the Email addresses attribute on that related person.
With this setup, the main Emails tab shows general deal communication, while the Legal emails tab only shows emails involving the legal point of contact. This makes it easier to focus on specific conversations without filtering through unrelated emails.
Manage sections
Sections appear on the right-hand side of record pages. Each record page must include a Record Details section, and the Lists section can’t be removed.
Record Details contains object attributes. You can rename this section and choose which attributes appear by clicking into the section. If no attributes are added manually, the first five attributes listed on the object's attribute settings page in Workspace settings are shown by default.
Under Lists, each section represents a list the record belongs to. Each list section displays the first three list attributes, which can be reordered from the list's attribute settings page.
To configure sections:
Add a new section by clicking + Add section, give the section a title, and specify which object attributes to display.
Reorder sections by clicking and dragging them.
Remove a section you added by clicking the trash icon in the top-right of the section.
Reorder actions
To change the order of action icons in the upper-right of record pages, hover over the icons and click Edit, then drag actions to reorder them.