A contact's page

Click anyone in Contacts to open their page. Their details and tiles are on one side, everything that has happened with them is in the middle, and the box for writing to them sits at the bottom.

Writing to them

The box has four tabs:

• ✉ Email - pick a Template (or type /), check the From address, and press Send email. Tick Remind me to follow up in 3 days to get a task if they do not answer.
• ⌨ Text - a text message, once texting is connected. See Texting from your CRM.
• ✎ Note - something only you and your team see.
• ☎ They rang - write down a call that came in, so it sits on their history with everything else.

Their history

Tabs above the history show Activity (everything), or only Emails, Texts, Notes or Steps from flows.

Changing their details

Press Edit details to change their name, phone and the rest. To change their email address, use Change address: the old address is kept, so earlier conversations stay with them.

A contact does not need an email address. Somebody you only know by phone can still be a contact, with notes, tasks and calls.