Contact Details
Understanding the contact record and all its sections.
Contact Record Overview
The contact detail page displays comprehensive information about a contact, organized into a header section with key details and multiple tabs for different aspects of the contact relationship.
Page Header
The contact header shows at-a-glance information:
Contact Name and Type
- Display Name - Full name or company name
- Type Label - Lead, Client, or Vendor
- Status Chip - Active or Inactive status
Status Indicators
Various chips and badges indicate contact status:
| Indicator | Description |
|---|---|
| Active/Inactive | Green for active, gray for inactive |
| Disqualified | Red chip for disqualified leads (hover to see reason) |
| Tags | Color-coded custom tags applied to the contact |
| Vendor Classification | For vendors: Supplier, Subcontractor, etc. |
| Preferred Vendor | Gold star for preferred vendors |
| Vendor Types | Blue chips showing vendor trade categories |
Address Display
- Mailing Address - Primary contact address (linked to house record)
- Billing Address - Separate billing address (vendors only)
- Click the address to change or update it
Phone Numbers
All phone numbers display with:
- Phone type label (Mobile, Home, Work, etc.)
- Owner name for household contacts (e.g., "John's Mobile")
- Click-to-call links
- Star icon (⭐) next to preferred contact number
- Red text if contact is marked "Do Not Call"
Email Addresses
- Primary and partner email addresses
- Click-to-email links
- Star icon (⭐) if email is preferred contact method
Header Actions
Edit Button
Click the pencil icon to open the contact edit dialog.
More Menu (⋮)
Access additional actions:
| Action | Description |
|---|---|
| Download vCard | Save contact to your phone (separate options for primary and partner) |
| Disqualify/Qualify Lead | Mark lead as disqualified with reason, or re-qualify |
| Set Active/Inactive | Toggle contact's active status |
| Delete Contact | Permanently remove (requires permission, contacts with projects cannot be deleted) |
Add Tag Button
Click the green + button to assign tags to the contact.
Tabs
The available tabs vary based on contact type:
All Contact Types
General Info Tab
Displays all custom fields and system fields configured for the contact, including:
- Marketing attribution (source, campaign)
- Referral information
- Sales representative assignment
- Any custom fields your admin has configured
Projects Tab
Lists all projects associated with this contact:
- Project name and status
- Sale stage
- Project value
- Quick navigation to project details
Additional Contacts Tab
Manage related contacts:
- For companies: employee contacts
- For households: family members
- For any contact: related business contacts
Activities Tab
Complete activity history:
- Scheduled and completed activities
- Phone calls, meetings, appointments
- Add new activities directly from this tab
- Filter by activity type or date
Notes Tab
Internal notes about the contact:
- Add timestamped notes
- View full note history
- Notes are internal only (not visible to the contact)
Audit Tab
Track all changes made to the contact:
- Who made changes
- When changes were made
- What was changed
Client/Lead Only Tabs
Concerns Tab
Track and manage customer concerns:
- Add concern records
- Mark concerns as resolved
- Concerns display as a banner on the contact page
Referrals Tab
Track referral relationships:
- Who referred this contact
- Contacts this person has referred
- Referral dates and status
Vendor Only Tabs
Certificates Tab
Manage vendor compliance documents:
- Upload insurance certificates
- Track certificate expiration dates
- Upload W-9 and other compliance documents
- Get alerts for expiring certificates
Lead Time Tab
Track vendor lead times:
- Standard lead times by product/service
- Seasonal variations
- Use for project scheduling
Special Alerts
Client Owned by Outside Firm
A red alert banner displays if the contact is marked as owned by an outside firm.
Active Concerns
A banner shows any unresolved concerns for quick visibility.
QuickBooks Integration
If QuickBooks integration is enabled, a status indicator shows:
- Sync status with QuickBooks
- Last sync date
- Any sync errors
Custom Fields
Your administrator can configure custom fields that appear in the General Info tab:
- Text fields - Free-form text entry
- Dropdown fields - Select from predefined options
- Date fields - Date picker
- Checkbox fields - Yes/no options
- Multi-select fields - Choose multiple options
Contact Actions Summary
| Action | How to Access |
|---|---|
| Edit contact | Pencil icon in header |
| Download vCard | More menu (⋮) |
| Add tag | Green + button |
| Change address | Click on address display |
| Call contact | Click phone number |
| Email contact | Click email address |
| Add activity | Activities tab |
| Add note | Notes tab |
| Add project | Projects tab |
| Disqualify lead | More menu (⋮) |
| Delete contact | More menu (⋮) |