Detail View is the full record. Quick View shows a contact's key details. Detail View shows everything: every field, plus the complete history of what the contact has done and what's been done to them. It's where you answer questions like which form someone signed up on, or why they didn't get an email.
Go to Contacts and click a contact to open their record. If it opens in Quick View, switch to the detail view.
Every record is organized the same way. Fields hold the information. Sections group related fields. And tabs, down the left side, group related sections. Each tab is its own page of the record.
Across the top is the action bar. From here you can run any group action on this one record, except export, like sending an email or assigning a task. Contact records also get Log phone call, which saves the call to Notes, and Invoice, on Plus and above. To change a field, just click it, enter a value, and click the check mark.
The Contact Information tab holds two logs. The contact log records every interaction: pages visited, forms submitted, emails sent and received, and tasks completed. Click any entry for details, like when an email was opened or clicked. A green checkmark next to an email means the contact opened it.
The automation log records the actions taken on the contact, manual or automated, like tags added or automations started. When something didn't happen the way you expected, this is where you find out why.
The Automations and Tags section shows the contact's tags and the automations they're in, and you can add either from here. When you add a contact to an automation by hand, they enter at its default Added to Automation trigger.
Lead Information is your first stop when someone says they're not getting your emails. Check their Bulk Email Status. Single and double opt-in can get everything. Pending review, unconfirmed and hard bounce get no bulk email. Transactional and personal only means they've unsubscribed from marketing.
If you use UTM tracking, available on Pro and above, this section also shows first and last click attribution: the link that first brought the contact in, and the most recent one. It works for contacts only.
The Notes and Tasks tab is for everything that doesn't fit in a field. New form submissions add a note instead of overwriting old ones. The task manager shows the contact's tasks, where you can mark them complete, reassign or reschedule them, or email the contact.
The Purchases tab, on Plus and above, shows purchase history, invoices and payments, subscriptions and payment plans, credit cards on file, and personal coupons. You can create a new invoice right from the record, and refund or void invoices depending on their status.
The Memberships tab shows WordPress memberships and Ontraport membership sites. To give someone access by hand, click New membership, choose the site, set the status to Enabled, and save. The Calendar tab shows the contact's schedule, where you can add them to events, edit them, or remove them.
If you run a partner program, a partner's Referral Info tab shows their partner data and lists the contacts they referred, as first and last referrer.
Finally, the System Information section holds fields Ontraport fills in for you, which you can't edit or delete: Date Added, Date Modified, the contact ID, and a Unique ID that's useful for passing data through links. Last Activity updates when a contact clicks an email link, visits a tracked page, logs into a membership site, or submits a form, which makes it great for building groups of engaged contacts. Every record also has an Owner field that sets which user it belongs to.
Other records, like companies or custom objects, use the same layout of tabs, sections and fields. Related records show up as lists inside the record, like a company listing the contacts who work there. You can change any record's tabs, sections and fields in its Field Editor.
So: Detail View is the complete record, with every field and the full history of each contact in one place. Next up: organizing your data with groups.