How to Navigate Contact Records

Every contact record has three parts: Contact, General Info, and Additional Info. If you click on a contact record, you can view the person's full profile/card. This will give you a great overview of their pertinent contact information, the communication you’ve had with them, and a quick snapshot of their history in Referins. You can also add and view what company they are a part of.

Section 1: Contact 

This section gives you contact information you’ve collected, such as name, email, phone address, and more. It also tells you what campaigns, opportunities, and other system sections have been applied for this person. 

Section 2: General Information

Here you can view Business information for this Contact, their website, and timezone. 

Section 3: Additional Information:

 This section will also contain any custom fields you’ve created and collected.

To Create another Contact Section:

By default, you’ll have these 3 tabs - Contact, General Info, and Additional Info. These tabs can be completely customized - you can add tabs and also move/add/delete fields from specific tabs.

• Navigate to Settings and Custom Fields
• At the Top, click ‘Folders’
• Here you will see your folders and can add, move, and delete fields from within them.

Displaying opportunities in the contact record:

The primary and additional opportunities associated with a contact are displayed directly on their contact details page. You can view all relevant opportunities at a glance without needing to navigate back to the opportunities page.

Benefit:

This streamlines opportunity management by allowing users to see all opportunities related to a contact, whether they are the primary or an additional contact, enhancing efficiency and visibility.

In the right sidebar, you will see: Activity, Task, Notes, Appointments, Documents, and Payments

• Activity: Here, you can see all the activity of this contact within Referins, such as forms submitted, and appointments booked. Anyway, they interact with Referins and will be featured here. 

• Tasks: Here, you can view pending and completed tasks sorted by user, status, or due date. You can also add new tasks in this tab if you need to schedule a follow-up, remind yourself to send some information to the contact, etc.

• Notes: Add any relevant notes about the contact, such as how you know them, relevant details to help build rapport with them, details about their experience, etc.

• Appointment: View any scheduled and completed appointments here. You can also add new appointments to manually schedule something for them.

• Documents: Synchronize all attachments exchanged via email, SMS, Instagram, and Facebook, organizing them in one accessible space. 

• Payments:
• Process customer payments directly from the Contact page.
• Subscriptions can also be added directly from the Contact's detail page, allowing for a faster setup for the customer.
• An invoice can be created directly from the Contact's detail page, automatically redirecting the user to invoice creation with the customer's details pre-filled.
• Charge Now: Click the money icon to add a new card or select an existing one. Confirm the amount and click 'Charge Now' to complete the transaction.

• Create Subscription: When adding subscriptions, users can schedule them for a future start date by choosing a specific Billing Date. This enables the option to begin the subscription and associated payment collections at a later time. Users can easily create a new subscription by selecting the customer and product. Payments can be completed using an existing card on file or by adding a new one. All of this is managed in a streamlined, single flow.
• Create Invoice:
• Associations: Users can add and manage associations between multiple contacts using custom labels, such as "Parent-Child" or "Manager-Employee." Users can add up to 10 associations per contact, with a dedicated view in the contact details section displaying all linked contacts by their relationship labels.
• To create Associations navigate to Settings(Located in the bottom left corner) > Objects > Contacts and click + Create Association.

Manage Cards:
You can also manage, view, and delete cards on file for any customer. This includes cards added using the card-on-file feature or cards used in past transactions. If the card is not associated with any active subscription, a standard confirmation pop-up will appear when deleting the card. However, if the card is linked to an active subscription, a warning will appear before confirming the deletion.

To access the "Manage Cards" feature, navigate to the contact details page, select the "$" icon, and then choose the "Actions" dropdown.

 From there, you can manage and delete cards.

Filters:

You can navigate your contact records by using filters. The filter section is located in the top right corner of the contact list.

You can use our advanced filters to filter your contacts based on a specific attribute. Moreover, you can use your own created custom fields to filter the contacts. 

Pro Tips

• Regular Updates: Regularly update custom fields and tabs in your contact records to keep your data relevant and organized.
• Transaction Tracking: Keep track of payments and appointments directly from the contact page to maintain efficient and seamless transaction management.
• Custom Filters: Utilize advanced and custom filters to quickly find specific contacts and streamline your workflow.

FAQ

1. How can I view a contact's full profile? To view a contact's full profile, click on their contact record. This will show you their complete profile/card, including contact information, communication history, and associated company details.

2. Can I customize the tabs in a contact record? Yes, you can customize the tabs in a contact record. Navigate to Settings and Custom Fields, then click ‘Folders’ to add, move, or delete fields within the tabs.

3. How can I process a payment for a contact? Click the money icon on the Contact page, select 'Add New Card' to enter card details, or choose an existing card. Confirm the amount and click 'Charge Now' to process the payment.

4. What can I find in the Activity section of a contact record? The Activity section displays all interactions with the contact, such as forms submitted and appointments booked, providing a comprehensive view of their engagement with Referins.

5. How can I view all associations for a particular contact?
All associations are viewable within the contact’s details under the “Associations” section, with contacts grouped by the assigned labels.

6. How do I use filters to navigate contact records? Use the filters located in the top right corner of the contact list to filter contacts based on specific attributes or custom fields you have created.

7.How can I manage cards on file for a customer?
Navigate to the contact details page, click on the "$" icon, and then select "Actions" and "Manage Cards." From there, you can view, manage, or delete cards on file for the contact.

8.Can I delete a card associated with a subscription?
Yes, cards linked to an active subscription can be deleted, but you will receive a warning before confirming the deletion.