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Customizing A Contact's Profile
Customizing A Contact's Profile
Christian Martin avatar
Written by Christian Martin
Updated over a week ago

Customizing a contacts profile allows the user to customize the way the contacts information is displayed as well as being able to pin notes in order to easier access important information.

Here you will learn about cutinizing about "Customizing A Company Profile"

  • To begin select the "Contacts" tab > "All Contacts" > then select a contact.

  • Once a contact has been selected this will open the contacts profile. From here scroll down under the contacts profile picture. You should see Contact Info, Company, About the Contact, etc.... All of these fields are collapsible but selecting the arrow to the right hand side of the category.

  • The order of these fields is also customizable in order for the information to be visible in an order that suits the users needs. To reorder these categories select and hold the 6 dots to the left of the category, once selected its a simple drag and drop to reorder.

  • Another customization that is possible is the ability to pin activity notes on a contact. Inside of a contacts dashboard you have the ability to pin prevalent notes to the top of the notes category.

  • To begin this process access a contacts dashboard and select the "Notes" category.

  • Once the "Notes" category is selected locate a note/notes that you would like to pin. To the right hand side of the note activity select the "Pin" icon.

  • After the note has been pinned it will show at the top of the notes category for easy accessibility.

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