Contact Details
Understanding the contact record and all its sections.
Contact Record Overview
The contact detail page displays comprehensive information about a contact, organized into a header section with key details and multiple tabs for different aspects of the contact relationship.
Page Header
The contact header shows at-a-glance information:
Contact Name and Type
- Display Name - Full name or company name
- Type Label - Lead, Client, or Vendor
- Status Chip - Active or Inactive status
Status Indicators
Various chips and badges indicate contact status:
| Indicator | Description |
|---|---|
| Active/Inactive | Green for active, gray for inactive |
| Disqualified | Red chip for disqualified leads (hover to see reason) |
| Tags | Color-coded custom tags applied to the contact |
| Vendor Classification | For vendors: Supplier, Subcontractor, etc. |
| Preferred Vendor | Gold star for preferred vendors |
| Vendor Types | Blue chips showing vendor trade categories |
Address Display
- Mailing Address - Primary contact address (linked to house record)
- Billing Address - Separate billing address (vendors only)
- Click the address to change or update it
Phone Numbers
All phone numbers display with:
- Phone type label (Mobile, Home, Work, etc.)
- Owner name for household contacts (e.g., "John's Mobile")
- Click-to-call links
- Star icon (⭐) next to preferred contact number
- Red text if contact is marked "Do Not Call"
Email Addresses
- Primary and partner email addresses
- Click-to-email links
- Star icon (⭐) if email is preferred contact method
Header Actions
Edit Button
Click the pencil icon to open the contact edit dialog.
More Menu (⋮)
Access additional actions:
| Action | Description |
|---|---|
| Download vCard | Save contact to your phone (separate options for primary and partner) |
| Disqualify/Qualify Lead | Mark lead as disqualified with reason, or re-qualify |
| Set Active/Inactive | Toggle contact's active status |
| Delete Contact | Permanently remove (requires permission, contacts with projects cannot be deleted) |
Add Tag Button
Click the green + button to assign tags to the contact.
Tabs
The available tabs vary based on contact type:
All Contact Types
General Info Tab
Displays all custom fields and system fields configured for the contact, including:
- Marketing attribution (source, campaign)
- Referral information
- Sales representative assignment
- Any custom fields your admin has configured
Projects Tab
Lists all projects associated with this contact:
- Project name and status
- Sale stage
- Project value
- Quick navigation to project details
Additional Contacts Tab
Manage related contacts:
- For companies: employee contacts
- For households: family members
- For any contact: related business contacts
Activities Tab
Complete activity history:
- Scheduled and completed activities
- Phone calls, meetings, appointments
- Add new activities directly from this tab
- Filter by activity type or date
Notes Tab
Internal notes about the contact:
- Add timestamped notes
- View full note history
- Notes are internal only (not visible to the contact)
Audit Tab
Track all changes made to the contact:
- Who made changes
- When changes were made
- What was changed
Client/Lead Only Tabs
Concerns Tab
Track and manage customer concerns:
- Add concern records
- Mark concerns as resolved
- Open concerns display as a yellow banner on the contact and project pages
- Resolved concerns display as a green banner that persists permanently on both pages
Resolving a concern:
When you mark a concern as resolved, a Show resolved banner on Contact/Project pages toggle appears. It is checked by default. Leave it checked to keep the green resolved banner visible indefinitely so future staff know this client had a prior concern. Uncheck it if the resolved banner is not needed.
Referrals Tab
Track referral relationships:
- Who referred this contact
- Contacts this person has referred
- Referral dates and status
Vendor Only Tabs
Certificates Tab
Manage vendor compliance documents:
- Upload insurance certificates
- Track certificate expiration dates
- Upload W-9 and other compliance documents
- Get alerts for expiring certificates
Lead Time Tab
Track vendor lead times:
- Standard lead times by product/service
- Seasonal variations
- Use for project scheduling
Special Alerts
Client Owned by Outside Firm
A red alert banner displays if the contact is marked as owned by an outside firm.
Client Concern Banners
Concern banners appear at the top of the contact page and on the related project page:
| Banner | Meaning |
|---|---|
| Yellow | An open (unresolved) client concern exists |
| Green | A concern was resolved — the banner remains permanently visible |
The green resolved banner stays visible indefinitely so staff reviewing the contact or project later can see there was a prior concern. It only disappears if the Show resolved banner option was unchecked when the concern was resolved.
QuickBooks Integration
If QuickBooks integration is enabled, a status indicator shows:
- Sync status with QuickBooks
- Last sync date
- Any sync errors
Custom Fields
Your administrator can configure custom fields that appear in the General Info tab:
- Text fields - Free-form text entry
- Dropdown fields - Select from predefined options
- Date fields - Date picker
- Checkbox fields - Yes/no options
- Multi-select fields - Choose multiple options
Contact Actions Summary
| Action | How to Access |
|---|---|
| Edit contact | Pencil icon in header |
| Download vCard | More menu (⋮) |
| Add tag | Green + button |
| Change address | Click on address display |
| Call contact | Click phone number |
| Email contact | Click email address |
| Add activity | Activities tab |
| Add note | Notes tab |
| Add project | Projects tab |
| Disqualify lead | More menu (⋮) |
| Delete contact | More menu (⋮) |