# How to Navigate Contact Records

There are three parts to every Contact record: Contact, General Info, and Additional Info.  If you click on a contact record, you can view their full profile/card. This will give you a great overview of their pertinent contact information, the communication you’ve had with them, and basically a quick snapshot of their history in our software. You can also add and view what company they are a part of.

{% embed url="<https://lh3.googleusercontent.com/lTIVtWfXaXjDmqrNgmmKe0GZskJhBxl_myIoMaetk0VFwE_7Ohd0rxyK6i_A6xLn-j4JgaoaLL46y0jIoQN4eXWaLSyy-Mvz5lug86-YIeteIGxLeoPfSoKmpAEbNWIzDcmvyjzE20T2yM0i0rsPFak>" %}

**Section 1: Contact**

This section gives you contact information you’ve collected such as name, email, phone address, and more. It also tells you what campaigns, opportunities, and other system sections have been applied for this person.

{% embed url="<https://lh3.googleusercontent.com/t1tIPrqeuQGz4TsCuEA1j3jURMey8fP39M7O9HBj526lG2bN09fSRg4JODYR5ZO8haZdAZQDiZYiFJTXy8O1lRxmWTGI7ukdT5qZeB0QymfhBatbo3-p3Cwz6TibwvqlBqhi_zVNqFluUd-ilQYmmoc>" %}

**Section 2: General Information**

Here you can view Business information for this Contact, their website, and timezone.

{% embed url="<https://lh6.googleusercontent.com/rdMdvOB3RfbOUl8AOJX4dUDJzWjz_ifIS1r0sj36u2z-AvSOjpDpGwmc4CLG9G4cTmNa_nc2PAeY91N09tFpa6LiI_f1VJ0PIn_87SGrxpTs2HweT-FZRx2Q7zy1lywWoUzft8TnCYPcXFOjO3G6A8w>" %}

**Section 3: Additional Information:** This section will also contain any custom fields you’ve created and collected.

{% embed url="<https://lh5.googleusercontent.com/bX20Rawdqx4CI7ssSA2ivfFANjCcSYs23XWdR7-urgmRwt_2oflBD__E2mkOUBs12utMu4M-yruSGB-NosWM7z-BFaUrIqw77DvWpFXNio5LRvBQ6by4NTvEARhSU5dG8YoUDCnjlmnnzIh36kcIXYk>" %}

**To Create another Contact Section:**

By default, you’ll have these 3 tabs - Contact, General Info, and Additional Info. These tabs can be completely customized - you can add tabs and also move/add/delete fields from specific tabs.

* Navigate to Settings and Custom Fields
* At the Top click ‘Folders’
* Here you will see your folders and can add, move and delete fields from within them.

{% embed url="<https://lh4.googleusercontent.com/FBmEYKzPdvRWpQUD_RhBBoiDgqBFNxIq-o7GEKyfrf7lPuPpfpM57SwIrSJk8mfyO41gjzfBrQ22N91L8PJk7JZycKAnRHAQQ78yGd7jnwD8hISePI5D99O8QS0AHqRMvs4AU2Byd3iUQeW9Vjh-Tk4>" %}

**In the right sidebar, you will see Activity, Task, Notes, and Appointments.**

* **Activity:** Here you can see all the activity of this contact within our software, such as forms submitted, and appointments booked. Anyway, they are interacting with our software and will be featured here.

{% embed url="<https://lh6.googleusercontent.com/B2horeiJaXiA3T0-h1-mDT4HKbMP6XT8k1VXNL1aUE4cXhZ5yVIOJ2OzkPfpL36Wu3ODy2EuiNw9hRgiSi-g1k_r6TQxYk8huz1zXG7KrZ52VXfGUOVH5TCi5wMq-MhHzm-LvNt8a7LaLV9zB0vc07M>" %}

* **Tasks:** Here you can view pending and completed tasks, sorted by user, status, or due date. You can also add new tasks in this tab if you need to schedule a follow-up, remind yourself to send some information to the contact, etc.

{% embed url="<https://lh5.googleusercontent.com/i6O4MU4ncOrC6JyVKNBl3jc4arUxBXUzKqltVdSpODG7SXQi6ESwjtJMVnoKLhelhgVv55roSLGFelXTXL_v4OzYKw9JCpOhjtW-ARI5qxgkLNzr1ERjK53RXinM1g_3H66V3xSC6Czv2PzrdIUquc4>" %}

* **Notes:** Add any relevant notes about the contact such as how you know them, relevant details to help build rapport with them, details about their experience, etc.

{% embed url="<https://lh4.googleusercontent.com/lq_Fmmkh2KQKRnSTe803p52c6GWmWTTNqahm0IFG-5Ylh_QbiO1EUMkI5avlcDIYtLzlSLK0Nn84a43z1LdQEs9VqKiwSlgBr6a1h015L_6H1aJ4dQZl6fvFjYs4tC4hqYJYss333HmhAqFRd--tVl8>" %}

* **Appointment:** View any scheduled and completed appointments here. You can also add new appointments if you wish to manually schedule something for them.

{% embed url="<https://lh6.googleusercontent.com/2Nyjx3Ju8fBJiWAk1V25yFnGcoglqWmEl-OBxh5XrZTt4rbEJdFwgzvz5_qs7oKn6MUSKG2jBMfq-JH8Y6scrtmf_JLBq0bmFHPjtoW66d5azRflg9B49bgSgJx2aBCVj_nVfc0UBa_swshMPYuQQYQ>" %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://software-help-docs.gitbook.io/knowledge-base/software-guide/contacts/how-to-navigate-contact-records.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.