What is the Contact View Showpage?
The Contact View is where all pertinent information about a contact is displayed. It's like having a detailed profile page for each individual or organization in your account. It includes basic details like name, contact information, notes, and tags plus more dynamic data such as communications, their product information, and meeting history.
What is View Associations?
The View Associations button 
is where you manage and view contact relationships such as their Spouse, Child, and other contacts associated to a specific contact.
🔍 Tip: Once you have created an Association between contacts, the Household view will be created. This Household view allows you to view all contact information in one page. To learn more, check out our Household View Page section.
Manage Associations
Navigate to the desired contact
Click the View Associations button > click Manage Associates
Complete the Manage Associates slide out
Attach Spouse
Attach Company
Attach Attorney
Attach Accountant
+Add button (used to create additional associations such as child, parent, etc.)
Relationship
Contact
Click Close button
Video Tutorial: View Associations
🔎 Tip: Currently, only the spouse contact will show in the household name, but you can add other contacts as Members of the the household. Onced added, their notes and products will be displayed in the household view.
What is the Contact Card?
The Contact Card is the first tile on the Contact View and displays the contact's Phone Number, Email Address, and Address(es). It is also where you can mark a contact as DND.
Edit Contact Card
Navigate to the desired contact
From the contacts Contact Card > click the Edit icon
Complete the Edit Contact Card form
Phones
Label (e.g. Home, Mobile, Work, etc.)
Phone Number Field
To add additional phones select +add phone button
Emails
Label (e.g. Personal, Work, etc.)
Email Field
To add additional emails select +add email button
Addresses
Label (e.g. Home, Mailing, etc.)
Address fields
To add additional addresses select +add address button
Do Not Contact By checking this box, this contact will be marked as DND and will be removed from all Swivel broadcast emails.
Once complete > click Save button.
What is the Contact Details Tile?
The Contact Details tile displays the contacts name and other personal details such as DOB, SSN, and Gender.
Edit Contact Details
Navigate to the desired contact
From the contact's Contact Details tile > click the Edit icon
Complete the Edit Contact Details form
First Name
Middle Name/Initial
Last Name
Suffix (Options: Jr., Sr., I, II, III, and IV)
Preferred First Name (when selected this will be what is displayed on the Contact View).
Gender
Date of Birth
SSN
Medicare Number
County
Marital Status
Marital Status Effective Date
Deceased
Date of Death
Once Complete > click Save button
What is General Information?
The General Information tile displays the Contact Category, Contact Status, and other information relating to internal information for the contact.
Edit General Information
Navigate to the desired contact
From the contact's General Information tile > click the Edit icon
Complete the Edit General Information form
Referred By
Servicing Agent
Product Interests
Once Complete > click Save button
Notes, Tasks, and Workflows
Contact Notes, Tasks, and Workflows display to the right side of the Contact Card, Contact Details, and General Information.\
Notes
A Note allows you to log information about your contact as well as captures and displays the date, timestamp, and user who created the note. This is great for logging contact interactions such as phone calls and other information.
🔍 Tip: to learn more about Notes, please visit Where do I add notes tutorial.
Tasks
These are Tasks specific to the contact such as "call back on Friday."
Workflows
These are workflows specific to the contact such as "Onboarding New Client."
🔍 Tip: To learn more about Tasks and Workflows, please visit the Tasks and Workflows Overview.
Additional Contact Information
Below the Contact Card, Contact Details, and General Information tiles you will find sections that display the contact's products, appointments, events, opportunities, documents, and communications log.
You have the ability to rearrange these sections, as well as toggle sections on and off by utilizing the Configure button.
Products
The Products tile displays your contacts products and any currently running product workflows. This is where you you will add new products to your contact.
🔍 Tip: To learn more about Products, please visit our Products section.
Appointments
The Appointments tile logs any scheduled appointment with the contact, as well as allow you to schedule future appointments.
🔍 Tip: To learn more about Appointments, please visit our Appointments section.
Events
The Events tile logs any scheduled appointment with the contact, as well as allow you to register the contact for future events.
🔍 Tip: To learn more about Events, please visit our Managing Events section.
Opportunties
The Opportunities tile allows you to create and manage opportunities for the contact.
🔍 Tip: To learn more about managing opportunities for contacts, please visit our Managing Opportunities section.
Referrals
If a contact in Swivel has been attached as a referral in the "Referred By" field, all of their referrals will show under the "Referral" Accordion in their contact record.
For example, in the images below, Dwight Shrute was referred by Jim Halpert. In Jim Halpert's Referrals Accordion, you can see Dwight Shrute's name displayed as Jim was the source of that referral.
Documents
The Documents tile allows you to upload and attach documents to the contact's file such as application, annual statements, or other pertinent information.
Communications Log
The Communications Log logs all email communication between you and the contact provided the email address(es) has been added to the contact's Contact Card.
🚧 Important! Please make sure you have completed your Email and Calendar Integration.