The contact profile is your go-to spot for everything you need to know about an external contact. This guide gives you a quick tour of the page so you can find and manage their information with ease.

This guide covers:

• Viewing and editing a contact’s personal details.
• Assigning specific functions using the ‘Roles’ tab.
• Adding reminders and important information in the ‘Notes’ tab.
• Reviewing all profile changes in the ‘History’ tab.

Now you can keep your contact’s details, roles, and notes perfectly organised. Too easy!