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Contact Quick View
Last updated on: May 11, 2023

Contact Quick View allows you to manage your customer relationships on a one-to-one basis with easy access to your most important client information and interaction history. Your quick view is made up of three customizable columns with six built-in widgets. Here’s what it looks like:

Here’s what each widget allows you to do:

  1. Overview: View important info about your contacts and their recent interactions with your business. You can also compose and send highly personalized messages through quick email and SMS, and log your phone calls.
  2. Contact Fields: Add or remove any contact fields, including all of your custom fields.
  3. Tasks: Quickly add, edit, remove and complete tasks for the contact you have selected.
  4. Notes: View and edit existing notes and quickly add new ones for your most recent interactions.
  5. Deals: Add or remove deals for your contact and view all previous deals.
  6. Custom Objects: Add and update any object data.
  7. Calendar: Add, edit and view all of your contact’s upcoming events.

To access Contact Quick View, go to Contacts → hover over the contact you want to view → click .

Table of contents

Customize and use your contact overview
Add or edit a contact’s profile photo
Add social media profile pages
Use quick actions
Customize your contact fields
Customize your widgets

Customize and use your contact overview

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Your contact overview column allows you to add important contact information such as social media links and profile photos. You can also send quick messages and log phone calls from this widget.

Add or edit a contact’s profile photo:

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  1. Hover over the image placeholder and click .
  2. Select a file from your computer.
  3. Click Save.

Add social media profile pages:

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  1. Click at the bottom of your “Contact overview” section.
  2. Enter the profile URL(s).
  3. Click .

Use quick actions:

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Customize your contact fields

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You can select which fields you’d like to view for your contacts.

  1. Click at the bottom of your contact fields section. From there, you can:
    • Click Add add new fields.
    • Click next to a field to remove it./li>
    • Click and drag
    • Click Save.

Customize your widgets

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The right column of Contact Quick View holds information about your contacts such as notes, tasks, deals, companies, custom objects and conversations. You can add data to these sections directly from your quick view by clicking in the top right of your widget.

You can also customize which widgets you’d like to view. Here’s how:

  1. Click Settings at the bottom right corner.
    • Click to toggle a widget to be invisible.
    • Click to toggle a widget to be visible.
    • Click and drag to reorder your widgets.
  2. Click Save.
Related university lessons
Organizing your data with groups
Use groups to organize your contacts so you can easily communicate with or perform actions on them.
Viewing your data: Table View
Ontraport’s Table View has spreadsheet-like functionality so you can sort through all your stored data and manage your records. See how it works in this lesson.
Action bar + group actions
Use the action bar to manage your contacts and perform group actions, like sending mass emails, adding tags and more.
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 Pro tips
Tip #1: The contact fields you customize for Contact Quick View are set on a group by group basis so you can view the fields that are the most relevant to each group.
Tip #2:To view custom object records using Quick View, click on your object’s navigation button, such as Deals or Companies → hover over the record you want to view → click the quick view button.
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