Contact Records Home

To access the Activity Tracker, click the Activity Tracker button on the left-hand sidebar. This will lead you to the Contact Records Home.

Contact Records are profiles for individual people and businesses in your database.

From your Contact Records Homepage, you can:

  • Manually add a new Contact.
  • Search Contacts.
  • Filter contacts alphabetically by first/last name, contact ID (CID), or email.
  • View your total contact records, a visual heatmap of contacts, and a number of contacts added by month.
  • Access Contact Profiles.

While the first 20 records will be displayed by default, another 20 contacts will be displayed when you click the View More button. 

A maximum of 60 contacts can be displayed. Once the maximum page has been reached, the button will then direct you to the Contact Reporting page.