Navigating and Using the Contact Card
Overview
Every contact in your database has a dedicated screen called the Contact Card. This is where you’ll find everything related to a specific person—contact info, communication history, tasks, notes, and more—all in one place.
Contact Card: Video
Review of the Contact Card
Here’s what you’ll find on the Contact Card and how to use it effectively:
Action Menu
Located at the top of the screen, the Action Menu allows you to send emails, assign workflows, schedule appointments, and more.
Quick Navigation Arrows
Use the left and right arrows to move through your Contact List.
Top Section: Contact Details
Includes name, phone numbers, email, mailing address, source, category, and any custom fields. You can also click the map link to launch Google Maps with the contact’s address.
Edit Button
Click this to update or change any of the contact’s information.
Tags
Tags appear between the top and bottom sections. They’re flexible labels you can use to segment or identify contacts. Click to add or remove them.
Lower Tabs Section
This area contains Notes, To-Dos, Appointments, Referrals, Attachments, and more. These tabs hold all the relationship history and activity tied to the contact.
Customize This Screen
At the bottom of the Contact Card, click Customize this Screen to hide unused tabs, reorder sections, or adjust layout settings.
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 the tabs.
Q: How can I view all emails I’ve exchanged with a contact?
A: If Gmail is integrated, click Email History to view past emails sent and received through your Gmail account.
Q: What are Tags used for?
A: Tags are flexible labels you can use to organize, search, and group contacts based on behaviors, attributes, or actions.
Q: Can I track tasks and appointments for each contact?
A: Yes. Use the To-Dos tab for tasks and the Appointments tab for scheduled events or meetings.
Q: How do I navigate between contacts quickly?
A: Use the arrows at the top of the Contact Card to scroll through the last 10 contacts you’ve viewed.
Q: What’s the difference between Source and Category?
A: Source indicates how the contact came to you (e.g. ad, referral, landing page). Category is your internal label (e.g. prospect, past client, vendor).
Q: Can I see a contact’s address on a map?
A: Yes. If a physical address is entered, click the map link to view the location in Google Maps.
Q: Will the system remember my Contact Card layout preferences?
A: Yes. Any changes made using Customize this Screen will be saved for your login.
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.