View a Contact's Profile page
- Matt Kepple
- Faustina Lawrence (Unlicensed)
One place for everything that matters
You’ll find everything you need to know about a contact on their profile page
See it all in the Summary
You’ll always arrive on a contact’s Summary
The central timeline shows you an interactive history of everything you’ve done with that contact
Scroll down to see different tiles containing useful information
Options you use less often are tucked away in the Tabs
To the right of the Summary tab are the other options you have available to you
Tab | What’s in there |
|---|---|
Email Addresses | Keep track of changes to the contact’s email address and identify the main one to use |
Trends tab | Displays progress over time charts for each outcome, survey question and goal |
Impact Scorecard | 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 |
Edit Bio | Edit the contact’s bio - demographics, contact details, communications preferences, consent and more. |
Where would you like to start?
What a typical contact profile looks like
