Person Record View

Person Record View allows you to see vital information about a given Person with just a click. In one view, you can see a Person’s location, associations, activities, notes, and more.

Person Record view is located in several locations throughout the app from clicking on a Person link. You can always access Person Record View from People List.

To access Person Record View from People List:

1. Navigate to People List from the main menu via Records
2. Hover over a record and select “View” from the Name column
3. The Person record will open from the right side of the screen

Person Record View consists of main sections:

• Details: See location and basic information about the Person
• Activities: Visualize recent activities in a scatter plot chart and add new Activities
• Relationships: View Companies, Deals, Routes associated with the record
• Notes: See a log of all notes associated with the record and add new Notes
• Files: See all files uploaded in the record and add new files

To add Companies, Deals, or Routes from the Record View, click the “ + Add” button next to the section header.