Everything you need to know about a contact is in one place. The contact record displays key information about each contact alongside action buttons so you can send a message, book an appointment, add a note, or create a task without navigating away. High-priority items — such as overdue invoices, unread messages, and overdue tasks — surface at the top of the activity feed so you always know what needs attention first.
This article covers how the contact record is organized, how to edit contact details, how profile pictures work, how to use the activity feed, and how the contact record displays on larger screens.
What the Contact Record Displays
The top of every contact record displays the contact's avatar, name, and key contact details. The following action buttons are available directly on the contact record without any additional navigation:
- Text — sends a text message to the contact (requires Keap Business Line)
- Email — opens the email composer to send an email to the contact
- Tag — applies or manages tags on the contact record
- Note — adds a note to the contact record
- Task — creates a task associated with the contact
Additional actions are available by clicking the More button on the contact record. The More menu includes options to book an appointment, add a payment, create an invoice, add a quote, upload a file, use an internal form to update the contact, add the contact to an automation, and create a task.
How to Edit Contact Details
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Click the Edit button in the upper right corner of the contact record.
- Update the fields you want to change. All contact fields are editable from the edit view.
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Click Save to apply your changes.
How Contact Profile Pictures Work
Contact profile pictures in your CRM are pulled automatically from Gravatar, a service provided by WordPress. If a contact has set up a Gravatar avatar using an email address that matches one of the email addresses on their contact record, the Gravatar image will appear automatically as their profile picture. No manual action is required on your end.
For contacts who do not have a Gravatar image associated with their email address, the profile picture displays the first two initials of the contact's full name on a colored background.
How the Activity Feed Works
Every contact record includes an activity feed that shows all recorded interactions and events for that contact. By default, the activity feed groups activity by type — messages, tasks, invoices, appointments, and so on — so you can quickly find the category you are looking for without scrolling through a full history. High-urgency items such as missed payments, unanswered messages, and overdue tasks appear at the top of the activity feed so you can identify what needs immediate action.
Click anywhere on an activity card to expand it and view the related activity details. When viewing a specific activity type, an option to create a new item of that type appears in the upper right corner of the activity panel. For example, when viewing the Tasks activity card, a button to create a new task appears in the upper right corner. Click the back arrow to return to the main contact record from any activity panel.
Appointments display window: The Appointments activity card on a contact record shows only appointments from the past 30 days and the upcoming 30 days. Click See more on the Appointments card to open a side panel that extends the view to 60 days out. For a complete view of all past and future appointments without date restrictions, open the Appointments page and use the calendar view.
How to View Activity in Chronological Order
The activity feed defaults to a grouped view organized by activity type. To switch to a chronological view that shows all activity in the order it occurred, click the clock button at the top of the activity feed.
The following activity types are visible in the chronological activity feed:
- Email sent
- Task created
- Task updated
- Task completed
- Task deleted
- Note created
- Note updated
- Note deleted
- Added to an automation
- Removed from an automation
- Added to a Pipeline deal
- Pipeline deal deleted
- Web form submitted — note: web form submissions are visible in the chronological feed only and do not appear in the grouped activity feed
How the Contact Record Displays on Larger Screens
On screens that are 1,360 pixels wide or wider, the contact record displays an additional panel on the right-hand side of the page showing extended contact information and activity details. This panel appears automatically at that screen width — no setting needs to be changed to enable it.
If the additional panel is not visible on your screen, your browser zoom level may be set above 100%, which reduces the effective display width below the 1,360 pixel threshold. To bring the panel into view, zoom out in your browser. On Windows, press Ctrl + – to zoom out. On macOS, press ⌘ + – to zoom out. Continue pressing until the additional panel appears.
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