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You arrive on a contact’s Summary tab by default whenever you load their Contact Profile Page

Features

Left column

Middle column

Right column

History section: where you can see

  • Referrals made

  • Signposts made

  • Project States added to

  • Projects added to

  • Groups added to

Stories Timeline

Tasks

Notes: add basic notes that are visible to everyone who can see the contact

Toggle between Contact Forms

Using the Choose Forms dropdown list in the Bio box of the Contact Profile Page you can switch between the different Contact Forms that have been completed for that contact

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