When viewing a specific contact:
The contact's core information (Name, Email, Phone, Company, Address, Tags, Custom Fields, etc.) is displayed in a panel on the left.
Detailed interaction tabs are located on the right.
Editing Contact Info:
1. Navigate to the Contacts section.
2. Click on the name of the contact you wish to edit.
3. In the left panel containing the contact's details, click the pencil icon (Edit icon) near the top right of that panel
4. Modify the necessary fields.
5. Scroll down and click Save.
Unifed Contact View sections:
Enjoy a unified view of every contact; all your conversations (email & SMS), bookings (past & future) and payment history (including due invoices) inside the Contact.
Conversations: View and manage email and SMS communications directly with this contact from this tab.
Bookings: See a list of all upcoming and past appointments/bookings scheduled specifically with this contact.
Payments: View a list of all invoices created specifically for this contact. You can also create a new invoice for this contact directly from here.
