How to Use Quick Tabs on Contact Profiles on Web

Get a high-level overview of your client relationships without navigating away from the main profile page.

• Details & Notes: View contact methods, mailing addresses, and general notes on the primary dashboard.

• To-Dos: Manage active tasks and due dates specifically linked to the client.

• Follow-Ups: Track upcoming touchpoints and automated reminders like birthdays or "Houseiversaries."

• Quick Info: A snapshot of their mailing address, birthday, and account creation date.

• Groups & Files: See which groups the contact belongs to and access shared documents or MYRA Notes.