Knowledge base | Groopt

What is on a Contact's Profile?

When adding contacts, a Contact Profile is automatically created and provides the following components:

  • ABOUT. Here you can find contact information (name, phone, address, etc.), basic analytics and custom fields associated with this contact.

  • ACTIVITY. The Activity Feed displays the Contacts's activity within your database and allows Admins to view and record interaction tags

  • FORMS. The Forms Tab allows the Contact to view, search and edit all forms assigned to them. An Admin can also complete a form on behalf of the Contact.

  • INVOICES & PAYMENTS. The Invoices & Payments Tab allows the Contact to view, search and edit all payments assigned to them. An Admin can also record a payment on behalf of the Contact.