All the actions you take on a Contact can be accessed via the Trip Dot menu on the right of the screen:

As long as your Contact has a valid email address or mobile number, you have the option of sending one-to-one emails and SMS from the Triple Dot menu. If you have a VoIP phone, you can use the 'Call' option to call your contact on their primary phone number.

You can also include contacts in Segments to send Bulk Communications.

This option lets you add a plain text note which will show in the Contact's Actions tab. A new dialogue box will open above the Contact's details which you can select the note type and add the details of the note. Only Super Users can add new note types.

This option allows you to attach a task to the Contact, for example if you needed to contact them for updated information. If the Contact is associated with an Organisation, then the task will be amalgamated under the Organisation.

This option lets you upload a document or image to the Contact, for example a PDF of work placements they offer.

The following file types, up to a maximum size of 50MB, are allowed: pdf, csv, xls, doc, ppt, xlsx, docx, pptx, jpg, jpeg, png, gif.

Private allows you to lock the document so that only you can see it.

Expiry date adds a warning triangle when the date is passed to show the information may no longer be accurate.

Category allows you to segment and organise your documents. Only Super Users can add new categories.

See this article for a demonstration of how to add a Document.

Using this option you can edit the contact's details. Learn more about filling in specific Contact fields here.

Using this option allows you to combine two similar Contacts. For example, Monica Snyder's details come via the person she's taking over from. She then submits a form with a different last name, creating two contacts. You can then merge the two contacts, ensuring that the one with Monica's new last name is the 'winning' Contact. All actions, tasks and documents will be carried over from the old Contact.

See this article for more detail on merging Contacts.

Using this option allows you to delete a Contact. The Contact will then be permanently removed from the Platform.

Click to Edit the Contact. Inside the Edit dialogue is the option to add an Organisation to the contact.

Start typing the name of the Organisation the Contact belongs to, and it'll appear in a list under the field for you to select:

When editing a Contact, you can add tags to help you organise and find specific groups of contacts:

Tags must be comma separated and all lowercase.

Once a tag is added, they can be used to search or segment on: