The Contact Record Screen

The Contact Record screen is the top-level screen used for accessing all of the information available for and linked to a single contact. It is also the starting point for many of the actions that you might want to perform for a contact. The following tabs are accessible from within each Contact's Record screen:

Available in this topic:

Topics related to this screen
Icons used on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Contacts	From the Contacts Landing, Sales Pipeline or Contacts Summary screen, click a contact's name to display their Contact Record. From the Contact Look-up, expand the contact's row and click the View Contact link.
Listings	From the Listing Parties tab of the Listing Record screen, click a contact's name to display their Contact Record.
Closings	From the Closing Parties tab of the Closing Record screen, click a contact's name to display their Contact Record.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Contacts	Contacts and Uses for Contact Information Information Hierarchy in 8i Working with Contacts Editing a Contact Changing a Contact's Primary Property Keeping a List of Favorite Contacts About Social Media Integration About the Prospect List Adding Family & Friends Creating a Contact Report Working with Property Records Working with Photos Working with Linked Activities Setting the Next Call Date for a Contact Setting the Next Appointment for a Contact About Notes About Top Marketer Integration

ICONS USED ON THIS SCREEN
ICON	COMMENT
	Displays the contact's property and contact information, and when the contact was created and last updated. In addition, details of the last time you communicated with each other are displayed, if applicable. Click a contact's email address or web site to compose an email or display their web site. Click View Properties to display a list of the contact's properties from the Properties tab.
	Enables you to view the contact's family & friend information (birthday, contact information, etc).
	Indicates the contact has an unsubscribed email status.