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Accessing the full contact profile for a contact

Last Updated: Nov 15, 2017 02:06PM EST
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 at the very top of the contact sidebar.

The full contact profile will open.

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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