Help Center / Contacts and CRM /
Contact detail page
Every contact has a detail page that pulls together every interaction, document, and record connected to them. Instead of searching across projects, invoices, and conversations separately, the detail page shows the full relationship in one view.
Detail page tabs
The contact detail page is organised into tabs, each showing a different slice of the relationship:
- Overview - key details (name, email, phone, company, address), notes, and a summary of recent activity.
- Projects - every project the contact is linked to, with status and progress visible at a glance.
- Invoices - all invoices issued to the contact, with amounts, statuses, and due dates.
- Proposals - proposals sent to the contact, including approval status.
- Contracts - contracts associated with the contact, with signing status.
- Conversations - email threads and messages exchanged with the contact.
- Time entries - hours logged on the contact's projects, with tasks, dates, and billing rates.
- Files - documents and attachments shared with or related to the contact.
- Activities - a full chronological history of every interaction, status change, and document sent.
A complete relationship picture
Because every tab pulls data from connected records (projects, invoices, proposals, contracts, conversations, time entries, and files), the contact detail page becomes a single reference point for the entire client history without switching between different sections of the workspace.
