How to Customize Your Contact Dashboard View

In BIGContacts, you can customize your Contact dashboard to easily access detailed information about your contacts, manage tasks, track activities, and personalize the dashboard to fit your needs.

This help article will guide you through the key features and customization options to help you optimize your contact management experience.

Example:

Imagine you’re a sales manager who interacts with many clients every day. You need to stay on top of various tasks, meetings, and opportunities for each client. By customizing your BIGContacts dashboard, you can prioritize key details—such as upcoming meetings and pending tasks—so that they're always visible when you log in.

The Contacts dashboard gives you a comprehensive view of your contacts, offering several key benefits:

• Streamline Contact Management: Customize your dashboard to prioritize the most important contact details, ensuring quick and easy access.
• Efficient Activity Tracking: Tailor the activity sections to display only the most relevant tasks, meetings, and interactions, making it easier to track and manage your activities effectively.
• Enhance Productivity: Adjust the dashboard to align with your workflow, helping you focus on building strong relationships and growing your business.
   

To Customize the Contact Dashboard

Step 1: Log in to your BIGContacts account and navigate to Contacts in the side panel. 

Step 2: Choose your preferred view format

You can view your contacts in either "Individual View" or "List View" formats:

• Individual View: Access detailed information about any contact, including business, personal, and general information.

• List View: View a summary of all your contacts in one streamlined list, making it easier to manage multiple records.

Step 3: Explore the Contact Activity

In the Contact activity section, you'll find the following options:

• Pending Tasks: Review and manage tasks associated with the contact.

• Contact History: Track the history of your interactions with the contact.

• Upcoming Meetings: View scheduled meetings related to the contact.

• Opportunities: Manage potential business opportunities associate with the contact.

• Notes: Add and access notes about the contact and your interactions.

• QuickBooks Transactions: View relevant financial transactions.

• Files and Photos: Access files and photos related to the contact.

• Marketing Campaigns: Monitor marketing campaigns associated with the contact.

Step 4: Customize your Activity View

To customize the view, click the gear icon next to any contact activity. You can choose to:

• Display the activity on your dashboard.

• Close an activity to minimize it temporarily.

• Hide the activity if it’s not relevant to your workflow.

Step 5: Click the Timeline tab to see a chronological view of all activities related to the contact. This provides a clear overview of past interactions and updates.

That’s all about the Contact Dashboard. If you encounter any issues or have any questions, feel free to contact our support team.