View a Contact's Profile page

Owned by Matt Kepple
Last updated: Mar 12, 2024 by Faustina Lawrence
1 min read

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

Impact Scorecard (previously called 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