Quick Answer
What can you manage from a BizStackPro contact record?
Open a contact record to view the person's main contact information, activity, tasks, notes, appointments, documents, opportunities, associations, and payment-related information. You can also customize contact sections through Settings → Custom Fields → Folders.
Understanding the Contact Record Layout
A contact record brings together the information and activity connected to one person or lead.
Core contact details usually appear first, followed by additional tabs, folders, and sidebar sections that provide more context.
The Contact area can include information such as name, email, phone, tags, status, campaigns, and opportunity details.
General Info can contain business details such as website and timezone, while Additional Info can contain custom fields collected over time.
One record provides broader context
Learning where each section is located can make it easier to find contact details, history, files, tasks, and other information without searching across several areas.
Contact Records at a Glance
Before You Begin
Open a contact record and become familiar with the main sections before changing fields or managing related information.
- Sign in to your BizStackPro account.
- Open the Contacts area.
- Select an existing contact record.
- Review the main contact details and available tabs or folders.
- Look for the sidebar sections available in your account.
- Use Settings → Custom Fields → Folders only when you need to change how contact fields are organized.
Customize Contact Sections
Contact tabs and folders can be adjusted so important fields are organized in a way that works for your team.
Open Custom Fields
Go to Settings → Custom Fields.
Open Folders
Select Folders to view the available contact tabs and sections.
Organize the Fields
Add, remove, reorder, or move fields between folders as needed.
Keep frequently used fields easy to reach
Placing commonly used information near the top can make routine contact management faster.
Contact Record Features You'll Use Most
Activity
Review interactions such as form submissions, appointments, messages, and other engagement history.
Tasks
Create, sort, and assign tasks with due dates for work related to the contact.
Notes
Add internal notes to preserve useful context and next steps.
Appointments
Review scheduled and past appointments and add manual appointments where supported.
Documents
Review and manage supported attachments associated with the contact.
Opportunities
View primary and secondary opportunities connected to the contact from the contact record.
Processing Payments and Managing Cards
Payment-related tools can be accessed directly from the contact record.
Open the Payment Area
Open the contact record and click the $ icon.
Use Charge Now
Select an existing card or add a new card, confirm the payment amount, and use Charge Now when processing a one-time payment.
Manage Subscriptions or Invoices
Depending on the payment task, you can manage recurring billing or create an invoice with the contact information already available.
Manage Saved Cards
From the payment area, go to Actions → Manage Cards to view, edit, or delete saved cards.
Review active subscriptions before deleting a card
If a saved card is connected to an active subscription, the account may display a warning before the card can be removed.
Creating and Viewing Contact Associations
Associations let you connect contacts using relationship labels such as Manager / Employee or other relationships relevant to your business.
Association labels can be created under Settings → Objects → Contacts and then assigned inside the contact record.
Using Filters to Find Contact Records
From the contact list view, use the available filter panel to narrow contacts by tags, attributes, custom fields, and other available criteria.
Filters can help you find a smaller, relevant group of contacts without manually searching through the full list.
Contact Management Best Practices
Frequently Asked Questions
How can I view a contact's full profile?
Can I customize the tabs in a contact record?
How can I process a payment for a contact?
What can I find in the Activity section?
How do I use filters to navigate contact records?
Continue Learning
Continue learning how to manage the information connected to contact records with these related Help Center guides.
