Skip to main content

​
What it’s for

The record gathers everything about a customer: data, chats, deals, tasks, and booked times. From it you can also chat, create a task and a deal, and control which sends the contact receives.

​
Who can do it

  • Open and edit: whoever can see the contact. People who only see their own customers open only the ones that are theirs.
  • Change the contact’s owner: Owner, Admin, and Supervisor.
  • Merge with another contact: Owner, Admin, and Supervisor.
  • Delete contact and Export data (LGPD): Owner and Admin.
  • Change Related: whoever has access to the record.
  • Blocking, archiving, and unblocking depend on your profile’s permissions. If the item doesn’t appear in More actions, ask a manager.

​
Where to click

In Contacts, click a person. At the top of the record are Chat, Call, Book, Task, Deal, Edit, the Tag button, and the More actions menu. Below is the summary (open deal, last chat, next appointment, tasks) and the Timeline. In the side column are Channels, Owners, Related, origin, IMPORTED, fields, and consent. Call and Book appear if the module is enabled.

​
Step by step

1

Edit the data

Click Edit. The window has blocks: Identification, Contact, Address, Relationship, Do not disturb, Billing, Custom fields, and Notes. A single Save saves them all.
2

Use tags

Click the Tag button and check or uncheck. To create a new one, type the name in the search and use Create new tag.
3

Link related contacts

In Related, click Add, search for the contact, and choose the role: Guardian, Dependent, Spouse, Partner, or Other. Label and note are optional. On the other person’s record, the reverse link appears. It’s useful, for example, to book on behalf of a child.
4

Turn on Do not disturb

In Edit, open Do not disturb. Check the channel (WhatsApp, Call, or Email), choose the reason and, if you want, the date in Until. Without a date, it lasts until you uncheck it. Broadcasts and automations don’t send; you can still reply normally.
5

Block or unblock

Open More actions. There are two options:
  • Block from sends: the person doesn’t receive broadcasts, mass messages to groups, or flow sends. Choose the reason (Asked to opt out, Complaint, Wrong number, or Other) and click Block. If they write in, the chat arrives normally. To release them, go to Blocklist and click Unblock.
  • Block contact: the system ignores their new messages. They don’t open a chat, don’t notify, and don’t trigger flows. The history stays. To bring them back, use Unblock contact.

​
What happens next

  • People on Do not disturb get a badge on the record and in the list. The Do not disturb filter in the list finds these people.
  • People who were blocked show the Blocked badge and the Contact blocked notice, and go into Blocked.
  • Archive contact removes the person from the list, the search, and sends; chats and history stay. Use Unarchive to bring them back.
  • Merge with another contact shows a preview and only merges when you click Merge contacts. You can Undo.

​
Common errors

  • This phone already belongs to …: another contact already uses the number.
  • Incomplete phone. Use area code + number, e.g. (11) 98888-7777
  • Invalid email. E.g. name@company.com
  • A contact with conversations cannot be deleted. Archive it.
  • Only Owner/Admin can delete.
  • Already linked: … is already related.
  • Couldn’t block. Try again.

​
Next step