Contact Details

What are contact details

The Contact Details section stores key information about individuals linked to your clients, companies, or organizations. It allows you to maintain accurate records of each contact’s personal information, communication channels, and professional associations. These details ensure that all client-related interactions are properly documented and easily accessible. 

Each contact record includes the following fields: 

• Prefix – An optional title such as Mr., Mrs., or Ms. 
• First Name (required) – The contact’s first name. 
• Middle Name – An optional middle name. 
• Last Name (required) – The contact’s surname. 
• Suffix – Post-nominal titles such as PhD, Jr., or similar. 
• Nick Name – Any familiar or alternative name used for the contact. 
• Related To (required) – Links the contact to a specific entity type (e.g., client, organization). 
• Is Active – Indicates whether the contact is currently active or inactive in the system. 
• Social Provider – Field for adding links to the contact’s social media profiles. 
• Related To – Displays the entity (such as a contact, organization, or company) the contact is associated with. 
• Emails – Allows adding one or more email addresses, each with a type label (e.g., work, personal). 
• Phone Numbers – Allows adding one or more phone numbers, each with a type label. 
• Profile Image – Upload or drag and drop a profile image for the contact. 
• Company – Displays the company the contact is associated with. 
• Job Title – Specifies the contact’s position within the company. 
• Department – Shows the department the contact belongs to. 
• Date of Birth – Select the contact’s date of birth using the date picker. 
• Gender – Choose the contact’s gender from the dropdown list. 
• Notes – Add any additional information or comments not covered by other fields. 

How to view and edit contact details

To view or edit your contact details, go to the Contacts module and click on any contact to open its details page. 

This page is fully editable—click on a field to modify it or use the + and – icons to add or remove details. Changes are saved automatically.