How to Use the Card View of Contacts

Contact cards provide a comprehensive view of each customer with quick access to all related actions and information in one convenient location.

Accessing Contact Cards

Click the Contacts link in the top navigation bar to view your contact list in cards view.

Contact Card Information

Each contact card displays:

Customer name
Address
Contact information (phone, email)
Quick action buttons for common tasks

Available Actions

From each contact card, you can perform various actions: Communication:

Send a message using the envelope icon
Access message templates and communication history Project Management:
Go to the production area for active projects
View and create estimates for the customer
Access any attached files related to the contact Contact Management:
Edit contact information directly from the card
View complete contact details

Contact Home View

The "Home" section provides a comprehensive overview:

When the contact was added to your system
All jobs associated with the customer
Attached files and documents
Complete contact history and interactions

Benefits

The card view provides immediate access to all customer-related functions. Whether you need to send a proposal, check production status, or review project history, everything is accessible from each contact card.