General > Contacts > Smart Lists > Advanced View > Contact & Company Records
Contact & Company Records
The records tab is broken into two tabs with different categories in each tab. The contact tab keeps records about that particular contact, while the company tab keeps records about the company the contact is associated with.
Contact Tab Folders
The Folders Category is first area of the contact categories, this area is where all custom fields are kept. To help navigate this area, these fields are pre-sorted into folders, making it easier to find the information you are looking for. In addition, you can also use the “Hide empty fields” toggle at the top of this area to make empty custom fields appear invisible, making it so only info that has been added in appears.
Contact - This folder keeps basic information about your contact, such as their name, phone/email, DOB, and where the contact was sourced from.
General info - This folder contains more general information, such as the full address of the contact, website, and business name (Please keep in mind the business name custom field is separate from the Company records area, if you wish to update company information you’ll need to use the company tab).
Additional Information - This folder contains information not suited to other folders, including photos & videos, clothes sizing, and signatures.
Sponsor information - This folder contains information you’ll be collecting from your sponsors, including their business’ social platform profiles, logos & ads, industry, contact form information, and tier level.
Speaker - This folder is where you can collect information about your speakers, including information about their story, details from who they were referred by (if they were), headshots, bios, dietary restrictions, and links to their performances.
Social links - This folder is used to link to the contact’s social platform profiles which is useful when tagging them in posts.
Contact Tab Actions
The Contact Actions category area is where you can view actions associated with the contact including:
Tags - View, add, create new, or remove tags from the contact.
Automation - View which workflows the contact is currently active in, which they were previously in, and add them to new workflows.
Opportunities - View their opportunities in your pipelines and set a primary opportunity with the contact.
Client Portal - This area is not currently supported. If you have questions please reach out to [email protected].
DND - This area shows you which communications the contact has opted out of. Please note, that for messaging compliance, you should never unmark a contact from their opt-out unless they request in writing that you do so.
Company Tab
The company tab allows you to look up companies that you have created and make an association between that company and your selected contact. Once an association is made, you can then view company details from the contact’s advanced view. Please keep in mind that you can't edit company details from this area, instead you will need to go to the companies tab from the Contact menu.