How to use the contact record (details, activity and notes)

Step by step

Open the record and edit details

1. In the left menu, click Contacts, then click the contact's name in the list.
2. In the left panel, change any details you need (name, email, phone, custom fields, tags).
3. If auto-save is on, changes are saved when you leave the field. If not, a Save bar appears at the bottom: click it (or press Ctrl + S / Cmd + S).
4. Use Hide Empty Fields and the field search to find what you need faster.
5. In the DND tab you choose which channels the contact doesn't want to be contacted on; the Actions tab has shortcuts (for example, opportunities and workflows).

See the contact's history

1. The center of the record shows messages, calls and notes with the contact, and you can send a new message right there.
2. In the right panel, open Activity to see the event log: contact created, appointments, calls, forms and surveys submitted, pages visited, link clicks, payments and more.
3. Click an event to see its details (date, time, source and link).

Add a note

1. In the right panel, open Notes (paper-and-pencil icon).
2. Click Add Note.
3. Enter a Title and Description (for example, a call summary).
4. (Optional) Choose a color for the note and add attachments.
5. Click Save. Use search and sorting (newest or oldest first) to find notes later.

Other right-panel tabs

• Associations: companies and other records linked to the contact.
• Opportunities: this contact's deals.
• Tasks: create and complete tasks about this contact.
• Appointments: past and upcoming meetings.
• Documents: files sent and received.
• Payments: invoices, subscriptions and transactions.

Turn on auto-save (admins)

1. On a contact record, make a change and open the three-dot menu.
2. Click Enable Auto-Save and confirm. The setting applies to every user on the account.