The Contact Detail page shows everything about a single contact — their rentals, memberships, invoices, agreements, and communication history.
How to Access
- Click on any contact in the Contact List
Contact Sections
| Section | What It Contains |
|---|---|
| Profile | Name, email, phone, address, and custom fields |
| Rentals | All rental bookings associated with this contact |
| Memberships | Active and past memberships |
| Invoices | All invoices generated for this contact |
| Agreements | Sent, signed, and pending agreements |
| Payments | Payment cards on file and payment history |
| Notes | Internal notes about this contact |
| Activity | Timeline of all interactions and changes |
Quick Actions
- Create rental — Quick-create a rental for this contact
- Send agreement — Send a new agreement for signing
- Add note — Record internal information
- Edit profile — Update contact information
Frequently Asked Questions
Can I merge duplicate contacts?
Contact merging is not currently automated. If you find duplicates, update the primary record and remove the duplicate.
Do contacts see all their data?
Contacts see their own rental history, invoices, and agreements through the renter/member portal. Internal notes and admin activity are not visible to them.