If you need to review a contact's conversation timeline, notes, or other general information, you can access their details in a jiffy! Once you've located the contact via the search bar, follow these quick steps:
Select the three-dot action menu for the contact and click 'View Details'.
From here, you'll be able to view their timeline history to see any recent conversations. The timeline can be filtered based on the type of contact you wish to see (i.e. calls, texts, emails, etc.).
You can also add or view documents, notes, and tags, as well as view or edit their details and add or remove the contact from specific lists.
If you need to quickly initiate calls, texts, emails, or send an RVM or Fax--no problem! You'll simply want to select the method you'd like to use to reach out to your contact.
Still, have questions? Reach out to our Support Team and we'll be happy to help!