On each Contact's record, you'll find a wealth of information about them.
Contact Card
In the Contact's card you'll find all their personal and contact details, channel opt-ins and consents, details of their position in an Organisation, tags, and if they're an Alumni.
The rolodex helps you easily flip between contacts.
The orange, green or red icons next to the Contact's email address show if their email is unverified (no data), verified (successfully received an email), or failed (the address hard bounced).
Tabs
Each Contact has a series of sub-tabs to organise additional information about them.
History
The History tab shows a log of the Contact's comings and goings.
Tasks tab
The Tasks tab shows you all the tasks associated with that Contact, and allows you to add new ones from the 'More Options' triple dot menu.
Documents
Here you can store documents against the Contact, with the ability to download or edit their details.
Graduations
If your contact is an alumni, this tab is where you can store details about their course.
Associations
This tab shows all the associations this Contact has with other records, such as Students. See this article for more information on creating Associations.
Activity Log
Anything you do on a Contact is recorded and tracked against each individual as an activity.
All activities for people working within the same organisation are then aggregated under that Organisation. This builds a useful history between you and your Contacts.
Types of Activities
There are 8 types of activity that are recorded:
Campaign - This is when a Contact is included in an email, SMS, or download campaign. Click the magnifying glass to view the comms sent.
Comms - This is when the Contact has been sent a one-to-one communication, such as an email. These are recorded in the list as their specific type, eg "email". Click the magnifying glass to view the comms sent.
Notes - This is when someone has added a note to a Contact or Organisation. Use the Pencil icon to edit or delete the note.
Update - These show changes made to the Contact or Organisation's details.
Tasks - These are tasks created with relation to a Contact. Use the Pencil icon to edit or delete the task.
Import - This is when the Contact has been created via a Data Manager Import.
Merge - This is when two or more records have been brought together to reduce duplicated information.
Form - If the Contact has been created via a form, the form details will display here.