Viewing Contact Details
How to view a contact's full profile including linked properties and activity history.
Last updated: 15 January 2026|Landlords
Viewing Contact Details
Each contact has a detail page that shows their full profile and their relationship with your portfolio.
Accessing Contact Details
- Click Contacts in the sidebar.
- Click on the contact's name in the list.
Contact Detail Sections
Profile Information
- Name, email, phone, company, type, and notes.
Linked Properties
- Properties and units where this contact is a tenant.
- Active and historical leases.
Activity History
- Recent actions involving this contact:
- Payments recorded.
- Maintenance tickets created or assigned.
- Communications sent.
Documents
- Any documents linked to this contact (e.g. signed agreements, ID copies).
Contact Actions
From the contact detail page you can:
- Edit the contact's information.
- Send a message via email.
- Add to a lease (for tenants).
- Assign to a ticket (for contractors).
Tip: The contact detail page gives you a complete picture of your relationship with each person in your directory.
contact detailsprofileview contactactivitylinked properties
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