Bio - View a contact's Bio
- Matt Kepple
You can view a contact’s Bio on their Profile page.
The Bio is the first box that appears in the left column when their Profile loads.
It contains information about a contact that has come from Contact Forms that were completed when the contact was initially created or subsequently edited.
Information about relationships a contact has are usually recorded in the Relationships tile rather than as a text field in the Bio.
How to toggle between the information saved in different Contact Forms
If several Contact Forms have been used to create or edit a contact, you might find it helpful to view the information from specific Contact Forms
Click the Choose Forms dropdown list in the Bio box
It displays a list of the Contact Forms saved to the contact’s Bio
Select the Contact Form that you’d like to see the details from
The fields from that form will appear in the Bio
