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Exterio Overview: Contact Card Walkthrough

 

The contact card is everything you know about a person in one place — their information, your entire communication history, their appointments, projects, campaigns, and activity. It opens as a panel on the right side of your screen without taking you off the page you're on.

How do I open a contact card in Exterio?

Three ways, all leading to the same card:

  • Search — use the left search bar or press Ctrl/Cmd + K and click the contact
  • Contacts page — search for the contact and click their name
  • A project — click the contact's name in the project page header, where primary and secondary contacts appear

What's in the contact card header?

The top of the card shows:

  • Name and email address
  • Customer portal link
  • SMS and phone consent status — granted or not granted
  • Email consent status
  • Lead type and lead status

Click SMS and phone to choose which number applies if the contact has several, and to grant or edit consent for phone and texting.

Click email to adjust consent status and see any notes that came through.

 

How do I email, call, or text from the contact card?

Directly below the header:

Action What you can do
Email Create a new email, or view all past email communication
Call Select which of their numbers to call
Text Text their mobile number, where consent has been given

 

What is the AI summary on the contact card?

Below the header, the AI summary reads recent updates, changes, notes, and activity, and tells you who this contact is and what they've done with you.

Use it before a callback. Thirty seconds of reading beats asking a homeowner to repeat what they told your colleague last week.

 

What information is in the Contact Info section?

Core contact details, editable by clicking Edit:

  • Email
  • Phone numbers
  • Address and primary address
  • Lead source
  • Contact owner

 

Where do I see a contact's appointments?

The Upcoming Appointments section shows scheduled events with the contact, along with past events.

Click the plus icon to create a new event with them.

 

Where do custom fields appear on the contact card?

Any custom fields from your contact settings appear below appointments. Click Edit on the custom fields component to change them.

 

How do I see all communication with a contact?

The Messages section holds your entire communication history.

  • The default view combines emails, texts, and calls in chronological order
  • Filter to see only emails, only texts, or only calls
  • Expand individual items to see notes or adjustments to that communication
  • Click View All Messages for the full history in one list, with search across messages

This is the section that settles disputes. When a homeowner says nobody called them back, the record is here.

 

How do I see or remove a contact from a campaign?

The Campaigns section shows automated campaigns the contact is part of or has completed, including:

  • Enroll date
  • Current engagement
  • Completed date

If they're in a live campaign, you can unenroll them from this section.

 

Where do I add notes about a contact?

The Contact Notes section takes free-form text — anything that gives context on the contact.

 

Where do I see a contact's projects?

The Projects section lists every project this contact is attached to, and lets you add a new project from there.

 

What is the Locations section?

Locations shows all addresses associated with the contact. These don't have to be their primary address — a location can be anywhere a project has happened, or an additional address you want to track against the contact.

You can also see the projects tied to those locations.

 

What does Recent Activity show?

Everything that's happened with the contact — status changes, engagement, proposal signing, projects created. Click View All for the complete activity history.

 

Tips and gotchas

  • Consent lives in the header for a reason. Before you text or call, look at the consent status at the top of the card. If it's not granted, don't send. TCPA exposure is real, and the status is right there.

  • Open the card from a project when you're working a job. You don't lose your place. The card opens as a panel over the project, so you can check a number or a note and keep going.

  • Read the AI summary, but verify anything you're going to act on. It's a fast orientation on a contact you don't know. For specifics — what was quoted, what was promised — check the Messages history or the project.

  • Unenroll from campaigns when a deal goes sideways. If a customer is unhappy or the job fell through, a cheerful automated follow-up sequence makes it worse. The unenroll option is in the Campaigns section.

  • Locations aren't the same as addresses. A contact has a primary address. Locations track every place you've worked for them. For a property manager or a repeat commercial customer, this is where the picture comes together.

  • Use Contact Notes for context, not for job details. Notes about the person — how they prefer to be reached, who else is involved, what they care about — belong here. Notes about the work belong on the project.