Contactually

Accessing the full contact profile for a contact

Last Updated: Jul 20, 2017 02:55PM EDT
How to access a contact's full profile and contact record

To access a contact's full profile, which includes the contact record showing your history of communication, click the contact's name on the Dashboard or Contacts tab. The contact sidebar will open. Click the contact's name again to open the contact's profile in a new tab of your internet browser.





You can also search for the contact in the search bar in the top left hand corner of your account. Pressing the enter key will take you to the Contacts tab and pull up a list of contacts that match the information entered in the search bar. Clicking a name from the dropdown of suggested contacts will take you directly to the contact's profile.





Related articles

Editing contacts
Logging phone calls and meetings
Adding Notes to contacts
Searching for Contacts


 
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