The Contact Detail Page

The contact detail page shows everything about one contact in one place: their details, tags and owner at the top, and tabs for their deals, projects, billing, tickets, notes, files and more. This article walks through the header and each tab.

How to open it

1. In the sidebar, open Contacts.
2. Click the contact's name in the list.

You can also open it from anywhere the contact's name is a link, for example the Contact fact on a project page. The Contacts link above the name takes you back to the list.

You can open a contact if your role has View Contacts set to All, or set to Added and you added that contact. Otherwise you see an error page. See Adding & managing contacts.

The header

The header stays at the top on every tab.

Buttons

• Edit — opens the edit panel for the contact. Shown if your role can edit this contact. You can also press E.
• New — a menu for creating records already linked to this contact. It lists only what you are allowed to create:
  • New deal (needs the Deals module and permission to add deals),
  • New invoice (needs the Invoices module and permission to add invoices),
  • New ticket (needs the Tickets module and permission to add tickets).

Adding and removing tags

If you can edit the contact, you can change tags right in the header:

1. Click Add tag.
2. Start typing in Search tags… and click a tag to attach it. Press Enter to attach the first match.
3. If the tag does not exist yet, click Create "name" to create it and attach it in one step.

To remove a tag, click the × next to it. People who cannot edit the contact see the tags (or "No tags") but cannot change them.

The tabs

Tabs appear in the order below. Each tab only shows if you are allowed to see it, so your strip may have fewer tabs.

Switching tabs with the keyboard

Press C, then the tab's letter. For example, C then S opens Notes, and C then I opens Billing. Hover over a tab to see its letter. The shortcut does nothing while you are typing in a field.

Overview

A summary of the contact.

• Approval notice — if the contact is awaiting approval, a notice says "This contact signed up and is waiting for approval." Admins see an Approve button; once approved, the contact can access their account.
• Key numbers — clickable tiles, each shown only if you can see that module: Open deals (count and total value), Projects, Unpaid invoices (count and amount due) and Total paid. Click a tile to jump to its tab.
• Profile Info — full name, email (with its deliverability status), company name and logo, mobile, office phone number, gender, website, GST number, address, language, last login, and who added the contact. The Edit button here opens the edit panel.
• More details — the contact's custom fields, if any.
• Where they came from — the Source, and when tracking data exists, a Last touch and First touch card with details such as Channel, UTM source, Referrer and Landing page. If nothing was tracked you see "No source recorded yet."
• Recent activity — the latest events in the contact's timeline. Click See all activity for the full list.
• Projects and Invoices — pie charts by status, shown when the contact has any.

Activity

One timeline of everything that happened with the contact, newest first and grouped by day (Today, Yesterday, then dates). It can include: contact created, deals added, projects started, invoices issued, estimates sent, payments received, tickets, notes added, files uploaded, appointments and form submissions. Each item is only included if you can see that kind of record, and most items link to the record itself.

Deals

The contact's deals. Add Deal creates a deal for this contact; filter by Pipeline and use the search box. You can delete deals from the list if your permissions allow. See Create & manage a deal.

Projects

Projects for this contact. Add Project creates one. Tick projects to Change Status (Not Started, In Progress, On Hold, Canceled, Finished), Archive or Delete them in bulk. Click a project name to open its project page.

Billing

Billing groups four lists under one tab. Use the links under the tab strip to switch between them:

Each sub-tab only appears if you have the matching module and permission.

Tickets

Support tickets raised by or for this contact. Create Ticket adds one; tick tickets to Change Status (Open, Pending, Resolved, Closed) or Delete.

Appointments

Appointments booked by or for this contact (matched by contact or email address): when, meeting type, host and status. Admins and people who can add appointments see Book appointment.

Events

Calendar events for the contact, with date, time, place and status. Add Event creates one (needs permission to add events).

Notes

Notes about the contact. Add Note creates one; tick notes to delete them in bulk. See Notes & documents.

Files

Files kept against the contact. Add File uploads one or more files; each file can be viewed, downloaded, edited or deleted, depending on your permissions.

Documents

The contact's contracts and their e-signature status (Signed, Awaiting signature, Viewed, Declined or Not sent), with value and dates. Click a contract to open it. Add Contracts creates a new contract for this contact (needs permission to add contracts). See Signing a contract.

Form submissions

Every form this contact has submitted, newest first: the form name, when it was received, and the channel and UTM details. Click a row to expand the answers. If there are none, you see "This contact has not submitted any forms yet."

People

Other people who work with this contact (for example colleagues at Acme Ltd). Add Contact adds a person; tick rows to delete them in bulk.

Orders

Orders placed for this contact. Add New Order creates one; filter by status and change an order's status from the list.

GDPR

The consent records for this contact, shown only when GDPR is turned on for your company.

Tips

• Use New in the header to create a deal, invoice or ticket that is already linked to the contact, so you never have to pick the contact again.
• Bookmark a tab. Every tab has its own web address, so you can save or share a direct link (for example to a contact's Billing tab).
• Missing a tab or button? It is hidden by your role's permissions or by a module that is turned off. Ask your company admin.
• Check Where they came from before you call a new lead: it shows which page and campaign brought them in.
• Press ? anywhere to see the keyboard shortcuts for the current page.