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Contact profile

Visualize, edit and add data to your contacts

Updated over a week ago

There are 2 types of contacts in folk: people & companies.

For each contact, you can open their profile, to visualize, add & edit their information.

To open a contact's profile, you just need to click on their name (in the People or Company column in the table view, or on the card in the pipeline view).

You can open their profile in full width, or to display on the right to stay in context.

People's profile

  • Details

Contact details will display all the fields linked to your contacts. They have a common structure with native fields & smart fields.

And you'll see custom fields if you have created any in your group. You can create new custom fields directly from the profile by clicking "New field".

The profile is fully customizable, you decide which fields to display and in which order. What you choose to display will apply to all people from a specific group. Just click on "Visible fields", to select the right fields and re-order them the way you want.

  • Team interactions

It will display all the interactions synchronized from your email sync (emails & calendar events), and the interactions added manually.

  • Notes

It will display all the notes added to the person.

  • Reminders

It will display all the upcoming reminders created on the person.

Company's profile

  • Details

Contact details will display all the fields linked to your contacts. They have a common structure with native fields & smart fields.

And you'll see custom fields if you have created any in your group.

You can create new custom fields directly from the profile by clicking "New field".

The profile is fully customizable, you decide which fields to display and in which order. What you choose to display will apply to all people from a specific group. Just click on "Visible fields", to select the right fields and re-order them the way you want.

  • People

It will display all the people linked to the company (only the people who have this company added as primary company).

For each person, you can see their name, job title, last interaction date and strongest connection.

  • Team interactions

It will display a consolidated view of interactions synchronized from your email sync (emails & calendar events), and the interactions added manually from the people linked to the company.

  • Notes

It will display all the notes added to the company.

  • Reminders

It will display all the upcoming reminders created on the company.

Contact's quick actions

You have quick actions at the top of each contact profile:

  • Email: to reach out to the person from folk

  • Enrich: to find contact's data (like email, URLs, job title, company name)

  • Call: to open your default calling tool

We also recognize your favorite social media (LinkedIn, Twitter etc...) from the links added in the URL field. This way you can quickly open the right links from the profile.

And we offer the option to open WhatsApp in one click (when the phone number if filled in).

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