Overview
We've enhanced the contact record to provide you with more comprehensive information and streamlined workflows. These updates address common challenges and significantly improve your experience when managing contacts. There’s a few problems/outcomes we focused on with these updates in particular:
Limited Visibility: Users previously struggled to quickly see a complete picture of activity within a contact record.
- Improve available information visible in the contact activity history:
- Detailed tag information, including when tags were removed
- Contact Score changes
- Form submissions
- Keep important/evergreen notes from being buried.
Take or document actions on a contact: Taking and recording certain essential actions on a contact was cumbersome.
- Tasks and Notes can now store additional information
- Tasks, Notes, and Forms can now be added from their contact panel while still viewing information about the contact
- Previously submitted forms now allow me to view what values were submitted.
Why these items in particular? We want users to be better informed and work faster when viewing contact records, and Tags, Notes, Tasks, and Forms are all individually heavily used, representing 10-21% of all contact record visits.
Feature Enhancements
Notes Panel
- Inline add notes: Note popup modals have been removed, so you can quickly add a note while still viewing information in the contact card and activity history.
New note fields: New note fields are now optionally available for use when creating or updating a note, including a note subject, created and updated timestamps, assigned user
Pin important notes! Users can now pin important notes so that regardless of how old or recent they are, they stay above the fold. Multiple notes can be pinned.
Tasks Panel
Tasks can now be created, and viewed within the Task sidebar, enabling you to create and view tasks without losing visibility of information in the contact card and activity history.
Forms Panel & Activity History
Internal forms can now be completed within the new Contact Forms panel, enabling you to fill out and view forms without losing visibility of information in the contact card and activity history.
Additionally, previously completed forms are now visible from the contact record in both the activity history and from the Forms panel. This allows users to see not just that a form was submitted, but what information was captured in that submission.
Tags Panel & Activity History
Quickly apply tags inline from within the Contact Tag panel - just begin typing the name of the tag you wish to add, then click Apply tag!
Importantly, the Tag panel now displays the currently applied tags as well as a history of both tag application and removal.
To view the history of previously applied or removed tags, simply click the History section, and make sure that you are filtering for either Tags applied, Tags removed, or both.
Clicking on a tag will provide more detailed information about it’s status on the contact
Additionally, removed tags will show up in the chronological view of the Contact activity history.
Contact Score Panel & Activity History
Changes to a contact’s score will now appear in the activity history so users can see the score changes within the context of the chronological activity that occurred.
