The Contact Profile page brings all your information about each contact onto one space. It contains several tabs that unlock additional features. The Summary tab is the first tab you arrive on and contains a variety of added features.
Get started with the Contact Profile tabs
Tabs
Charts tab | Displays progress over time charts for each outcome, survey question and goal |
Progress tab | Displays progress towards every outcome and goal related to that contact |
Perspectives To tab | This tab appears when a contact is an observer (witness) to another contact - the tab lists the contacts whom the primary contact is observing |
Perspectives From tab | This tab appears when a contact has one or more observers (witnesses) - the tab lists those observers |