Understanding Your Contact Card: Complete Guide
Overview
The Contact Card (also called the Contact Record) is the central hub for all information about each contact in your database. Every contact in your system has their own unique contact card where you can view demographic information, communication history, notes, tasks, and much more. This comprehensive interface provides everything you need to manage relationships and track interactions with your contacts effectively.
The Contact Card is divided into two main sections: the upper section displays essential contact information and demographics, while the lower section contains organized tabs with detailed information like notes, to-dos, attachments, and related contacts. You can customize both sections to match your workflow preferences and hide information you don't need.
Understanding how to navigate and customize your Contact Card will help you work more efficiently and ensure no important details about your contacts are overlooked.
Contact Card Video:
Step-by-Step Instructions
1. Navigate to a Contact Card
Access any contact card by clicking on a contact name from your contact list, dashboard, or search results. Each contact has their own unique card containing all their information.
2. Explore the Actions Menu
Locate the Actions Menu at the top of the contact card. Use this menu to perform quick actions like adding the contact to a workflow, sending an email, or creating tasks.
3. Use Contact Navigation Tools
Find the Recent Contacts Menu to view the last 10 contacts you've accessed. Use the arrow buttons to scroll through all your contacts forward or backward without returning to the main contact list.
4. Review Upper Section Information
Examine the upper section which displays the contact's demographic information, category, source, and any custom fields you've configured. This section shows the essential details you need at a glance.
5. Access Quick Action Links
Click the Map Link to open Google Maps and see where the contact lives. Use the Email History Link to launch Gmail and view all email conversations with this contact.
6. Edit Contact Information
Click the Edit Contact button to modify any information in the upper section, including demographic details, categories, sources, and custom fields.
7. Manage Contact Tags
Review the Tags section that separates the upper and lower views. Click the Tags Link to add or remove tags, which provide another way to categorize and organize your contacts.
8. Explore Lower Section Tabs
Navigate through the various tabs in the lower section to access detailed information including Notes, To-Dos, Attachments, Related Contacts, and more specialized information about this contact.
9. Customize Your Contact Card
Click Customize this Screen at the bottom of the page to personalize the contact card layout. Choose Customize the Tabs to reorder tabs, hide unused tabs, or adjust the display to match your workflow preferences.
Contact Card: Questions and Answers
Q: What's the difference between the upper and lower sections of the contact card?
A: The upper section displays essential demographic information, categories, sources, and custom fields - the key details you need to see immediately. The lower section contains organized tabs with detailed information like communication history, notes, tasks, and attachments that you access as needed.
Q: How do I quickly find a contact I recently viewed?
A: Use the Recent Contacts Menu at the top of any contact card to see the last 10 contacts you've accessed. This allows you to quickly jump between contacts without going back to the main contact list.
Q: Can I hide tabs I don't use?
A: Yes, click "Customize this Screen" at the bottom of any contact card, then choose "Customize the Tabs." You can drag to reorder tabs and check boxes to hide tabs you don't need. This helps streamline your workspace to show only relevant information.
Q: What actions can I perform directly from the contact card?
A: The Actions Menu lets you add contacts to workflows, send emails, create tasks, and perform other quick actions. You can also access Google Maps for their address, view email history through Gmail integration, and edit their information directly.
Q: How do tags work differently from categories and sources?
A: Categories and sources are single-selection fields for broad classification (a contact can only have one category and one source). Tags allow multiple selections and provide more detailed sorting options - a single contact can have multiple tags for more specific organization.
Q: Can I see all contacts related to this person?
A: Yes, use the Related Contacts tab in the lower section to see family members, business associates, or anyone else connected to this contact. You can also add new related contacts and define their relationships.
Q: What if I need to access files associated with this contact?
A: Check the Attachments tab in the lower section where you can view, download, or add files related to this contact. This is useful for storing contracts, photos, documents, or any other files you want to keep with their record.
Q: How do I track my interactions and follow-ups with this contact?
A: Use the Notes tab to record conversations and interactions, and the To-Do tab to create and manage follow-up tasks. Both tabs help you maintain a complete communication history and ensure nothing falls through the cracks.
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.