Contact Detail View

The contact detail page gives you a full picture of your relationship with a client — their info, linked projects, conversation history, invoices, and contracts all in one place.

Sections on the detail page

Summary Basic information: name, email, phone, company, and billing address.

Projects All projects linked to this contact. Click any project to open it.

Conversations Email threads involving this contact. New conversations appear here automatically when your Gmail is connected.

Invoices Invoices billed to this contact. You can create a new invoice directly from this view.

Contracts Contracts associated with this contact, along with their current signing status.

Quick actions

From the contact detail page you can:

• Edit the contact's information
• Create a new project linked to this contact
• Create a new invoice for this contact
• Archive the contact