How to Customize Your Contact Dashboard View

Customize the Contact dashboard in BIGContacts, where you can access detailed information about your contacts, manage tasks, track activities, and tailor the dashboard view to suit your needs. 

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

Example

Imagine you’re a sales manager who interacts with a large number of 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 the most important details—like upcoming meetings and pending tasks—so that they're always visible when you log in.

The Contacts dashboard gives you a holistic view, which offers you the following benefits:

• Streamlined Contact Management: Customize your dashboard to prioritize the most important contact details, ensuring quick and easy access.
• Comprehensive Activity Tracking: Tailor the activity sections to display only the most relevant tasks, meetings, and interactions for more efficient tracking.
• Enhanced Productivity: Adjust the dashboard to align with your workflow, allowing you to 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 view format

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

• Individual View: Access detailed information like Business info, Personal info, and General info for each contact.

• List View: View a summary of all your contacts in one streamlined list.

Step 3: 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: See scheduled meetings with the contact.

• Opportunities: Manage potential business opportunities related to the contact.

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

• QuickBooks Transaction: 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 each contact activity. You can choose to:

• Display the activity on your dashboard.

• Close an activity to minimize it temporarily.

• Hide an 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, providing a clear history of 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.