The contact detail page is the operator's home for one person. It carries everything we know about them and every channel we have to reach them.
Tabs on the page
- Overview — name, role, email, phone, account link.
- Activity — full timeline: emails, calls, WhatsApp, SMS, notes.
- Files — documents shared with or about this contact.
- Voice Calls — recorded calls and transcripts (where available).
Common tasks
- Update profile fields. Edit in place on Overview and save.
- Link to a different account. If the contact moved companies, update the account link rather than creating a duplicate contact.
- Send a message. Use the email, call, WhatsApp, or SMS composer. The conversation lands on the Activity tab and on the linked account.
- Pin important notes. Notes you pin appear at the top of the timeline so the next teammate sees them first.
Tip
If a contact replies from a different email address, link the new address on the contact rather than creating a new contact. That keeps their activity history together.