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:
- Navigate to People List from the main menu via Records
- Hover over a record and select “View” from the Name column
- 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 Company
- Activities: Visualize recent activities in a scatter plot chart and add new Activities
- Relationships: View people, 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 Company, Deals, or Routes from the Record View, click the “ + Add” button next to the section header.