🔎 In This Article
The Contact Summary Page gives you a centralized view of your client’s profile, combining key personal details, integration data, and all assigned experience settings.
Whether you're reviewing account data, syncing with your CRM, or managing experience preferences, this is your hub for taking action. Every section on this page is editable by advisors or admins, making it a flexible, high-impact workspace.
Overview of the Contact Summary Page
At the top of the page, you’ll see the contact’s basic information—including name, location, email, and profile image—alongside real-time data from integrated platforms like your CRM or portfolio management system. This section serves as a quick reference for all synced client data across systems.
Just beneath this, the Quick Menu provides instant access to key sections of the Contact Summary Page—allowing you to jump directly to Household, Experience, Integrations, Action Items, Notes, or Team with a single click.
✅ If your CRM is connected, you may see an “Update from CRM” button. Clicking this will pull the latest available information from your CRM into the platform for this contact.
Contact Information
⚠️ These fields are imported from your CRM integration. Be mindful that manual changes here will not sync back to your external system.
Core demographic and identity fields, including:
Name
Gender
Date of Birth
Contact Type (Client, Prospect, Lead)
Email Address
Address
Country
State
City
Phone Number
Zip Code
Timezone
Household on the Contact Summary Page
⚠️ These fields are often imported from your CRM integration. Be mindful that manual changes here will not sync back to your external system.
View and manage the client’s household structure. You can:
Add or remove household members
Designate a head of household
Link or separate profiles as needed
This section helps ensure communication and scheduling tools target the right members of a household.
Contact Experience Management
Experience Template Assignment
Here, you assign the core experience templates that define what your client sees in the app:
Resource Template – the complete library of articles, videos, and guides available to the client
Featured Resource Template – resources pinned to the homepage for quick access
Card Template – the set of shortcut, integration, and custom cards in the client’s carousel
Changes here update the app experience immediately.
Individual Card Selections
Fine-tune a contact’s card carousel by overriding the template. You can:
Turn specific cards on or off
Add custom cards with links unique to the contact
Use this section when you want to tailor an experience beyond the assigned Card Template.
Onboarding Journey
Assign or update the client’s Onboarding Journey, which controls sequenced communications and tasks. These journeys are managed through Campaigns and can include posts, reminders, or action items over time.
Tags on the Contact Summary Page
⚠️ Tags are imported from your CRM integration. Any changes you make to tags within the platform will not sync back to your external system.
Apply and sync tags to segment your contacts and trigger scheduled interactions such as posts, reminders, or messages. Tags are powerful tools for organizing clients into workflows or communication groups.
Integrations on the Contact Summary Page
Input, view, or edit the client’s external system IDs (e.g., Addepar ID, Orion ID, Tamarac ID). These identifiers ensure that integration data maps correctly and stays in sync with your external platforms.
⚠️ These IDs may be synced automatically from your CRM and are typically available after the integration has been connected. Be cautious when making manual edits, as incorrect IDs can disrupt data mapping.
Action Items on the Contact Summary Page
Track and manage to-do’s for this contact. From the Contact Summary Page, you can:
View pending action items
Send a Reminder for a Past Due Action item
Create new tasks manually
Use this list as a shared task manager between you and your client
Notes on the Contact Summary Page
Log important context or reminders for this contact. Notes are internal-only and do not appear in the client’s app.
Team Management on the Contact Summary Page
Assign the contact to a specific Team to ensure the correct advisor or support staff is responsible for their experience.
The Team section shows which advisors are responsible for this contact and how they’re configured for messaging.
First, you'll see the templated Team assigned to this contact.
Below that, you’ll see any additional team members who have been manually added to this specific Contact.
Finally, you’ll see the group messaging configuration, where you can control who appears in the group chat with this contact.
⚠️ You can toggle individual advisors/team members on or off for group and 1:1 messaging. If a toggle is turned off, that team member will lose access to group and/or direct messages with this contact.
Contact Summary Page Interactions
The Contact Summary Page is where strategy meets execution. Use it to personalize, maintain, and evolve the client experience across every stage of the relationship—all from a single, dynamic interface.
✅ Interactions You Can Perform from the Contact Summary Page
Update Contact Record from your CRM (if integration is connected)
Assign or Update Experiences:
Resource Template
Featured Resource Template
Card Template
Onboarding Journey
Team
Override Card Selections and update user-specific links
Input or Edit Integration IDs
Create or Complete Action Items
Add Internal Notes
Configure Group and Direct Messaging Settings