What's new in the Surfe Extension side panel: field order, contact layout, and template copy

The Surfe Extension side panel has a new layout built from your feedback. Your admin can now set the order of CRM fields for the whole team, contact details take less space, and you can copy a message template in one click. You spend less time scrolling and clicking, and more time on the fields and messages you use.

With the updated side panel, you can:

1. See your key fields first Your admin arranges the CRM fields once, and every rep on the team opens a record with those fields at the top.
2. Read a contact at a glance Contact details sit in two columns, and the header takes one row, so you see more without scrolling.
3. Edit and sync without extra steps Click the pencil next to a field to edit it, and Surfe saves the change when you click away.
4. Copy a template in one click On a LinkedIn profile, the copy button fills in the contact's details and copies the message straight away.
5. Move around the panel faster A new top bar takes you to the side panel home, to Surfe, or to your settings in one click.

Reordering CRM fields for your team

If your account limits field mapping to admins, only admins see the Manage option.

Step 1: Open Manage

Open a contact, company, or deal in the side panel.

In the fields section, click Manage.

Hover over it to see the tooltip Add, remove, and reorder CRM fields.

Step 2: Drag fields into order

Grab a field by its drag handle.

Drag it up or down. A line shows where it will land.

Release it in the new position.

Step 3: Save your changes

Click Save changes.

A message confirms your fields view is updated.

The next time anyone on your team opens a record of this type, the fields appear in the new order.

Click Cancel instead to close the window and discard every change.

Editing and syncing contact details

Contact details now show in two columns: the field name on the left and the value on the right.

Step 1: Read or expand a value

Email and phone show an icon and the value.

If a value is too long to fit, hover over it to see the full text.

Widen the side panel to show more of each value.

Step 2: Edit a field

Hover over a field and click the pencil icon.

Type your change. Press Enter for a new line, or Esc to cancel.

Click anywhere outside the field. Surfe saves the change and shows a checkmark for a few seconds.

Step 3: Sync to your CRM

Hover over Sync to see when the contact was last synced.

Click Sync.

The button shows Syncing, then Synced with a checkmark.

Copying a message template

The copy button on each template now copies in one click whenever Surfe can fill the template in.

Step 1: Copy from a LinkedIn profile

Open a LinkedIn profile and go to Message templates in the side panel.

Click the copy button on a template.

Surfe fills in the contact's details and copies the message.

Step 2: Pick a different recipient

Click the arrow next to the copy button.

Choose the person the message is for, then confirm to copy.

Away from a profile, clicking copy on a template with placeholders opens this window for you.

Additional things you can do

• Find similar people The contact view tab that used to be called Insights is now called Similar profiles.
• Spot your CRM The CRM tag in the header uses your CRM's brand colour.
• Go home from anywhere Click the Home icon at the top left to return to the side panel home page.
• Open Surfe Click the Surfe logo at the top to open Surfe in a new tab.
• Find your settings Click the cog icon at the top right to open the settings menu.