# Everything you know about a contact

The panel beside a conversation and the full profile page show one record — details, notes, files, activity and calls.

## Quick start

1. Open a conversation in **Inbox**. On the app, tap the contact's name instead.
2. On the web, read the panel on the right; if it is folded to a thin strip, click its arrow.
3. On the web, switch between **Details**, **Notes**, **Files**, **Activity** and **Call activities**.
4. Click **Open full profile →** for the whole record and every past conversation.
5. Edit **Name**, **Phone**, **Email** or a field by clicking it, then clicking away. Viewers cannot change them.

## Watch out

- Deleting a note hides it from you alone. Your teammates still see it.
- The note box here cannot mention anybody, so it notifies nobody.

![The contact panel's Details tab: Name, Phone and Email, with Mark deal won below.](https://inchat.inseller.my/help/contacts/the-contact-panel-and-full-profile-1.webp)

![The Notes tab, with an internal note on this contact.](https://inchat.inseller.my/help/contacts/the-contact-panel-and-full-profile-2.webp)

## Getting here

Beside a conversation: **Inbox** → open a conversation → the panel on the right. For the whole record: **Contacts** → click a row, or **Open full profile →** from the panel. On the app: open a conversation and tap the contact's name, or open the **Contacts** tab and tap a row.

## Before you start

- Everybody in your workspace can read the panel. Owners, admins and agents can change what is on it.
- The panel and the page are the same record, loaded the same way, so an edit in one shows up in the other.
- Some blocks appear only when your workspace has the thing they describe — appointments, shop data, ad details.

## Fields

| Field | What it means |
| --- | --- |
| Details | Everything about the person, in one stack. |
| Notes ({count}) | Every internal note written about this person, newest first. |
| Files ({count}) | Every photo and file they have shared. |
| Activity | One merged history of what has happened to them. |
| Call activities | Calls with this contact, in or out. |

## How it works

- On **Details** the blocks appear in a fixed order: a blocked warning when they are blocked, then **Name**, **Phone** and **Email**, then a duplicate suggestion under **Possible same person**.
- **Attribution** follows, with the **Ad ID** and the **Click-to-WhatsApp click ID**, then **Channels ({count})**, then **Lifecycle** and your own contact fields.
- Then **Appointments**, **Returning customer** and **What we remember**, then the shop blocks with **Lifetime value**, **Orders**, **Last order**, **Segment** and **Interested in**.
- **Country** and **Language** sit under **Profile**, then **Marketing consent**, then **Conversation**, **Owner** and **Last rating**. **Tags** and **Conversation tags** stay pinned at the bottom.
- The arrow at the top of the panel folds it to a thin rail and opens it again. It remembers which way you left it.
- You can drag its left edge to make it wider, up to a share of the window, so the conversation beside it is never squeezed out.
- **Name**, **Phone** and **Email** save when you click away, and only if something changed. A refused save puts the old value back.
- The number box holds the local part, and the picker beside it holds the dialling code, so a number is never shown with its country code twice.
- Your own contact fields save one at a time, and the value is read back from the server rather than trusted as typed.
- **Notes** are internal. A note added here also appears in the conversation, because both write the same note.
- Deleting a note only hides it from you. The message that confirms it says so, and offers **Undo**.
- **Files** lists photos as a grid and everything else as rows with a **Download** link. It is read-only.
- **Activity** merges lifecycle changes, assignments, conversations opening and closing, tag changes, blocks, collaborators, ratings, broadcasts, workflows, ad sources, appointments, tasks and merges into one list, newest first.
- A row that happened on a different conversation links to it.
- The full profile page adds **First seen**, **Last seen** and a list of every conversation with this person.
- The shop and attribution blocks are copies of what another system knows. They are shown here, not edited here.
- When the shop lookup cannot decide who this is you see **No matching customer in commerce** or **Multiple matching customers — not linked**, and when it is unreachable, **Commerce lookup unavailable**.
- A **VIP** badge beside the name means lifetime spend is at or above this workspace's VIP threshold.
- **What we remember** holds facts the AI picked up from the conversation. Each one can be edited or deleted here, and links to its conversation with **From this conversation** when it came from one.
- The app shows the same record in an order built for a narrow screen. Who they are and how to reach them come first, then the funnel and what they have bought, then where they came from.

## When it fails

- The contact cannot be loaded: **Could not load this contact.**, on the web and on the app.
- A detail that will not save: **Could not save.**
- A note that will not delete: **Could not delete this note. Please try again.**, and the note comes back.
- A remembered fact that will not change: **Could not change that. Try again.**
- A blocked contact shows **Blocked contact — hidden from active views** at the top of **Details**.
- Nothing has happened yet: **Nothing has happened to this contact yet.**
- Nothing shared yet: **No files shared yet.**

## Limits

- The note box on this panel cannot mention a teammate, so a note written here notifies nobody. Write the note in the conversation when somebody has to be told.
- Deleting a note is only for you. Your teammates still see it.
- **Activity** reads up to a hundred entries of each kind, so a very busy contact's oldest history is not all there.
- The shop, attribution and shipment blocks cannot be edited here, and an empty one means no match was found rather than data lost.
- **Files** cannot be added from here. Files arrive by being sent in a conversation.
- The app has no **Files** tab and no **Activity** tab. Its contact screen carries **Media**, **Docs** and **Links** tabs for what has been shared, and **Show more** lengthens each one.

## Best practices

- Put the reason in a note before you hand a conversation on. The next person reads the panel, not your memory.
- Use **Activity** to answer what happened to this customer before you ask a teammate.
- Check **Channels** when a reply does not seem to arrive. You may be answering on a number they no longer use.
- Fix a wrong number here rather than in a spreadsheet. It is the value sending and duplicate-finding both use.

## Use cases

- Sarah Chen calls back and you have ninety seconds: read the panel's top four blocks before you answer.
- A teammate asks what happened with Michael Torres: open **Activity** and read it top to bottom.
- A customer says they never got your reply: check **Channels** for the account they actually use.
- You promised a discount last week: look under **What we remember** and under **Notes**.

## FAQ and troubleshooting

### Is the panel the same thing as the full profile?

Yes. Same record, same edits. The page adds **First seen**, **Last seen** and the list of past conversations.

### If I delete a note, is it gone for everyone?

No. It disappears for you alone, and the message that confirms it says so.

### Does mentioning somebody in a note here notify them?

The note box on this panel has no mention picker, so nothing is sent. Write it in the conversation instead.

### Why is the Commerce block empty?

Nobody in the shop data matched this person, or the lookup was unavailable. The panel says which, and neither one means you lost anything.

### Can I change the Ad ID?

No. Attribution is a record of where this person arrived from, and it is read-only.

## Related

- [Add, edit and merge a contact](https://inchat.inseller.my/help/contacts/add-edit-and-merge-contacts)
- [Tags and lifecycle stages](https://inchat.inseller.my/help/contacts/tags-and-lifecycle-stages)
- [Marketing consent, and blocking a contact](https://inchat.inseller.my/help/contacts/marketing-consent-and-blocking)
- [The contacts list](https://inchat.inseller.my/help/contacts/contacts-list-and-saved-views)

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Source files: `src/components/inbox/ContactSidebar.tsx`, `src/app/(app)/contacts/[id]/page.tsx`, `src/app/(app)/contacts/[id]/contact-header.ts`, `src/app/(app)/contacts/[id]/ContactConversationList.tsx`, `src/components/inbox/ContactNotesPanel.tsx`, `src/components/inbox/CustomerMemoryCard.tsx`, `src/components/contacts/ContactFilesPanel.tsx`, `src/components/contacts/ContactActivityPanel.tsx`, `src/components/contacts/ContactDetailFields.tsx`, `src/components/contacts/ContactProfileFields.tsx`, `src/components/contacts/ContactCustomFields.tsx`, `src/lib/activity/load.ts`, `src/lib/inbox/add-note.ts`, `src/lib/i18n/messages/inbox-contact.ts`, `mobile/src/app/contact/[id].tsx`, `mobile/src/lib/i18n/en.ts`