A Contact card stores valuable information on all your communication and interaction with a person, as well as their GDPR consent documentation. Everything you want to find out about a contact is available from a single screen.
The Contact screen is used to display individual contacts. Contacts that are associated with a company can also be viewed in the Contacts section tab in the Company screen. All activities added to a contact will also be added to the associated company.
In the Contact screen, every record in the database is displayed like an index card, containing all information for that contact.
To move between contacts, click the previous/next buttons - - at the bottom right of the cards.
You can search for specific contacts based on criteria that you specify. You can also write documents, generate follow-ups and create new contacts.
Section tabs on Contact
The bottom of the Contact screen contains five default section tabs:
Everything you want to find out about a contact is available from a single screen.