When you click on a contact, you’ll see multiple tabs in their profile. Here’s a quick overview of what each tab offers:
Video Tutorial:
Check out this short video on how to navigate through different contact profiles HERE
Tabs Overview:
Timeline
Automatically tracks activity: This tab gathers all email exchanges and transaction activities related to the contact.
Filter-specific activities: Use the subheader or the More Filters button on the right to filter activities such as email exchanges or sales.
Notes
Internal communication: Share internal notes about the contact with your team.
Add a new note: Click the Add Note button in the top-right corner to add new notes.
Inbox
View incoming emails: Shows all incoming emails from the contact in one place.
Tasks
Organize to-dos: Keep track of tasks related to this contact.
Create a new task: Click on Add Task in the top-right corner to create a task.
Invoice
Manage invoices: Lists all invoices linked to this contact.
Track unpaid invoices: Use this tab to check for unsent or unpaid invoices and follow up as needed.
Docs
Store important documents: Upload relevant documents related to the contact for easy access..
Inventory
View related inventory: Shows all inventory items associated with the contact, pulled from the Associations section in inventory.
Frequently Asked Questions (FAQ):
Q: How can I track all activities related to a contact in ARTERNAL?
A: Use the Timeline tab to view all email exchanges and transaction activities. You can filter specific activities using the More Filters button.
Q: How do I add internal notes about a contact?
A: Go to the Notes tab, then click the Add Note button to share internal notes with your team.
Q: Can I view all invoices related to a contact?
A: Yes, the Invoices tab lists all invoices linked to the contact, and you can track unpaid or unsent invoices.