8.2. View Contact Details, Associated Tickets, Documents, and Interactions

Click on a contact's name from the list to view their detailed page. Here you can see their full contact information, any associated tickets, documents, and a chronological list of interactions.

Figure 1: A contact's detail page. Cards summarize the person's open tickets, logged interactions, contact methods, portal access, documents, and notes in one view.

Contact detail pages give dispatchers, technicians, and account managers one place to understand who they are working with. Before calling a client, updating a ticket, or preparing a billing follow-up, check the contact record so you know the person's role, client association, communication history, and supporting documents.

1. Navigate to Contacts from the sidebar.
2. Find the person you need to review. If the list is long, use the available list controls to narrow it down rather than opening unrelated records.
3. Click the contact's name from the list.
4. Review the header and the Reach card, which hold the contact's role, associated client, email addresses, and phone numbers, along with their active status.
5. Check the Tickets card before reaching out. A billing contact at Northstar Accounting may have an open service ticket that changes the tone or priority of your message.
6. Open the Documents card when you need files connected to this person, such as authorization notes, onboarding documents, or client-specific instructions.
7. Review the Interactions card, and click View all for the full chronological history of communication with the contact.

The expected result is a full contact profile showing who the contact is, which client they belong to, any related tickets, linked or attached documents, and the history of logged interactions. This helps technicians avoid duplicate outreach and helps service managers understand whether follow-up already happened.

Operational tip: if a contact is missing a client association, role, or current phone number, update the contact before relying on it for dispatch or billing communication. For new records, see Adding a New Contact.