Contact Management - Contact View

OverviewGeneral TabDetails TabWebsites TabGoals Tab

Overview

The Contact view shows all the information collected about a Contact, and allows you to communicate with the Contact, maintain their personal details, add goals and review their Blog & Twitter updates.

Opening the Contact View

Open a Contact Database file, and click on the pencil icon for any contact you have saved.

There are 4 tabs in the Contact View:

• General Tab
• Details Tab
• Goals Tab
• Websites Tab

Toolbar Options

Export vCard
Allows you to export the Contact's details to the popular vCard format. Note only contact details are exported. Data specific to Relationship Architect (e.g. Website statistics, Goals, Social Media details) will not be exported.

Email Contact
Allows you to directly email the Contact based on their primary email address. This will use the email settings you have specified under Preferences.

Log Activity
Allows you to log communications you have made with the Contact, whether by phone, email, blog commentting or otherwise. Additionally, you can write notes with each log you make.

Search Websites
This gives you the option to search all of the Contact's websites (under Websites tab) at the same time.