Contact Card Overview
What This Feature Does
The Contact Card is your command center for managing every relationship in your database. Each contact has their own dedicated screen that stores contact details, communication history, tasks, notes, and activity in one organized place.
The screen is divided into two main sections. The top section displays key information like name, phone, email, address, category, source, and custom fields. The lower section contains organized tabs for notes, to-dos, appointments, email history, attachments, and related contacts.
You can view history, edit information, add tags, send emails, or create tasks without leaving the Contact Card.
Why It Matters
The Contact Card eliminates the need to jump between tools or search through scattered information. Everything about a person lives in one clear, organized place.
Understanding the Contact Card layout helps you work faster when managing follow-ups, keep complete and accurate client records, and customize your view to focus on what matters most to your workflow.
💡 Once you learn the layout, you'll be able to track every email, note, and appointment with ease.
Watch & Learn
🎥 Video: Contact Card
How It Works
Action Menu
The Action Menu at the top of the Contact Card is your command center. From here you can send an email or text, add the contact to a workflow, schedule an appointment or create a to-do, and print letters or labels.
Navigation Tools
Use the left and right arrows to move through your contacts without returning to the main list. Or open the Recent Contacts dropdown to jump back to any of the last 10 contacts you've viewed.
Contact Details (Top Section)
The upper section displays name, phone numbers, email address, mailing address with a clickable map link to open Google Maps, category and source fields for organizing contacts, and any custom fields you've added.
Click the Edit button to update this information at any time.
Tags
Between the upper and lower sections, you'll find Tags. These are flexible labels that help you group and filter contacts. Click a tag to add or remove it. Tags are ideal for tracking specific interests, activities, or client types.
Lower Tabs Section
The lower section organizes your contact's relationship history into tabs. The Notes tab lets you record conversations and updates. Use the To-Dos tab to manage follow-up tasks. The Appointments tab displays and schedules meetings. The Referrals tab tracks who referred whom. The Attachments tab stores contracts, files, or photos. The Related Contacts tab links family members or business associates.
Customize This Screen
Click Customize this Screen at the bottom to tailor your layout. You can show or hide tabs you don't use, reorder sections to fit your workflow, and save your preferences so your view stays consistent every time you log in.
Questions and Answers
Q: Can I customize which tabs appear on the Contact Card?
A: Yes. Click Customize this Screen at the bottom of the Contact Card to show, hide, or reorder tabs. Your preferences save automatically.
Q: What are Tags used for?
A: Tags are flexible labels for grouping contacts by characteristics or activities. You can apply multiple tags to one contact.
Q: How do Source and Category differ?
A: Source identifies how the contact found you (e.g., ad, referral, landing page). Category is your internal label for organizing contacts (e.g., lead, client, vendor).
Q: Will my customized Contact Card layout stay the same each time I log in?
A: Yes. Your layout and tab settings are saved per user login.
Q: Can I see a contact's address on a map?
A: Yes. Click the map link in the upper section to open the location directly in Google Maps.
Q: How do I track tasks and appointments for a contact?
A: Use the To-Dos tab to create and manage tasks. Use the Appointments tab to schedule and review meetings.
Q: How do I navigate between contacts quickly?
A: Use the left and right arrows at the top of the Contact Card to scroll through your contacts. You can also use the Recent Contacts dropdown to jump back to any of the last 10 contacts you've viewed.
Q: Can I add custom fields to the Contact Card?
A: Yes. Custom fields are set up in Settings & Custom Fields and then appear in the top section of every Contact Card. This lets you track information specific to your business.
Guide Type: Feature Overview
Estimated Time: 5 minutes
Next Guides: Managing Your Contacts • Tags Overview • Agenda Assistant Overview
Video Transcript
This is what we call the contact card or the contact record.
Each contact in your database will be represented on their own unique contact card.
Here you will find all of the important information about this Contact.
Starting with the actions menu – these are some of the things that you can do with this contact: like add them to a workflow, or send them an email.
The recent contacts menu will show you the last 10 contacts that you have accessed.
This drop-down menu allows you to jump to one of those contacts with just one click.
The arrows here will scroll through all of your contacts forward or backward.
This upper section will display the contact’s demographic info, plus the filtering options like Category and Source.
Also, if you have custom fields set up, they will be displayed here.
If we click on the map link, this will bring up Google Maps and show you where this person lives.
The email history link will launch your Gmail and show you all the email conversations you have had with this contact.
To edit anything in this upper section, click on the Edit Contact button and do your editing here.
Tags separate the upper and lower views. Tags are another way to categorize your contacts. To add or remove a tag from this contact click on the tags link.
We call this section the lower view.
You have several tabs with additional information about this contact. Here you will find Notes, to-dos, attachments, referrals, and more.
You can hide tabs that you don’t use or re-arrange them by clicking on the Customize Screen Link.