Contact record overview

This article applies to:

Contact Record Overview Video

Contact Record Quick View Video

The Top Row of Tabs

The top row of tabs  stores general contact information and specific details about the  contact, like street address, birth date, and more. These details are  stored in the default Max Classic fields and in custom fields you  create for your specific business needs. The standard and custom field  information is added and updated either manually by one of your  Max Classic users, or automatically through a web form or online  purchase.

  • General: It  stores the most pertinent contact information: company, job title,  phone number, email address and website. It also  displays a tag summary. There is an envelope icon that opens the email  client so you can quickly send a personal email.
  • Address: You  may have more than one address for each contact. The primary address  (billing address) is stored in the general tab. You can store up to two  more addresses within the address tab.
  • Additional Info: This tab contains fields for additional phone numbers, birthday, spouse name, etc.
  • Person Notes: This is a text box where you can add notes about a person that do not need to be date/time stamped.
  • Custom Fields: You may have many custom tabs; each labeled with a different custom label (in other words, none of them may actually say "custom fields".)
  • Tag: The  tag tab lists the tags applied to this contact record. You can also  manually add or remove tags from the contact record. Choose a tag from  one of the drop-downs or create a new tag.
  • Linked Contacts: This  tab displays relationships you've established between contacts in your  system by linking them together and allows you to create new links (e.g.  links between family members.)
  • Access Privileges: This tab allows a user to share access to a contact record with other users or user groups / teams.

The Bottom Row of Tabs

The bottom row of  tabs stores activity history like pending tasks or appointments, email  correspondence, automated follow up, notes, and transactions.

  • Tasks: The  Tasks tab displays pending and completed tasks, a dates stamped note  history, web form submissions, email correspondence and click history,  etc. You can also add new tasks, appointments, notes, and send emails  from here.
  • Scored & Recent Activity:  This tab displays all of the recent activity recorded within Max Classic. It also houses all activity related to lead scoring.
  • Referral Partner Tracking: This  section shows if a referral partner is involved with this contact. You  can add a referral partner manually while viewing the record, too.
  • Follow-Up Sequences: This  tab shows the contact's follow-up sequence history. The sequences that  are active, paused, and / or completed. Most of the time follow-up  sequences are automated and require little to no intervention, but you  can manually manage sequences from here when needed.
  • Campaigns: This  tab displays campaign sequence activity. The recent history shows up to  25 completed campaign items that occurred within the last 30 days. The  upcoming campaign items section shows the sequence items that will take  place in the near future.
  • Opportunities: If your system includes the opportunity component, this tab will store a history of sales interactions, both active and closed.
  • Orders: If  you are processing orders through Max Classic, this tab will house the  purchase history. You can also manually manage orders, payments,  refunds, and invoices from here.
  • Web Profile: This  is a comprehensive view of this contact's web interactions with you,  including any site where the tracking code is in place.
  • File Box: Use Max Classic for online document storage by uploading contracts,  estimates, questionnaires, and more to an individual's file box.

Pro-Tip! Does your screen look different? If your unable to view certain  tabs in the contact record, it is likely due to not having the  appropriate permissions to view that object. If you are not an admin and can't configure your own permissions, ask someone who has admin access to modify your permissions for you.

Did this article answer your question?
Thank you for your feedback!