How do I find my way around the contact detail page?

The contact detail page is where your team sees everything about a family inquiry or referral partner: their details, every message and call, appointments, tasks and notes. Knowing the layout helps you get context fast before you pick up the phone.

Left panel: contact information

• Edit the name, email, phone, tags and custom fields.
• Use the DND tab to set communication preferences.
• Use the Actions tab to manage opportunities, workflows and portal access.
• Turn on Hide Empty Fields to see only filled-in information, or use the search box to jump to a field.

Update tags

1. Open the Tags dropdown.
2. Select tags to add and deselect tags to remove.
3. Click Apply to save, or Cancel to discard.

Center panel: conversations

See texts, emails, calls and notes in one timeline, and send a message or log a call without leaving the page.

Right panel: activity and tools

• Activities: a timeline of form submissions, appointments, calls, page visits and link clicks, grouped by day. Click a card for details.
• Associations: linked companies and other records.
• Opportunities, Tasks, Notes, Appointments, Documents and Payments.

The right panel can be collapsed and remembers the last tab you used.

Auto-Save

With Auto-Save on, changes save the moment you leave a field. Without it, a Save bar appears at the bottom after you edit.

1. Make an edit on any contact.
2. Click Enable Auto-Save from the three-dot menu and confirm.

This turns Auto-Save on for everyone in your account. Admins can also change it under Settings, then Contacts, then the Details tab.

Keyboard shortcuts

• Right and left arrows: move to the next or previous contact in your list.
• Esc: collapse the right panel.
• Ctrl + S (or Cmd + S on a Mac): save when Auto-Save is off.

Common questions

• I do not see Enable Auto-Save. It is probably already on.
• Can I undo an auto-saved change? Edit the field again. Changes are recorded in the activity log.
• My page looks different from a coworker's. Your admin may have set up different layouts for different roles.

Have a question about your own account? Submit a ticket and our team will follow up.