The Contact View provides a detailed profile of each contact, allowing you to manage their information, lists, labels, custom fields, activities, tasks, survey responses, documents and email history.

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Managing Individual Contacts

When you click on a contact, you’ll be taken to the Contact View, where you can perform the following actions:

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Contact Management Options

• Add to List: Assign the contact to one or more lists for better organisation.
• Edit: Modify the contact’s details, including their name, email, and custom fields.
• Custom Fields: View any custom fields linked to this contact.
• Labels: Apply or remove labels by selecting from the Labels dropdown.
• Lists: View all lists the contact belongs to. Click Add to List to assign them to additional lists.
• Summarise: Generate a summary when the contact has linked submissions.
• Delete Contact: Permanently remove the contact from your database.

Workspace admins can also manage contact access for invite-only contacts.

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Activities and Tasks

The contact overview shows activities and tasks linked to the contact. You can add a new activity or task from the contact view, and manually created activities and tasks can be opened for editing.

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Survey Responses

The Survey Responses section displays all responses associated with this contact. Each response is listed with:

• Name of Data Space (Survey)
• Project Name
• Date Response Received

Click on any survey response to open and review the full submission.

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Documents

The Documents section shows files linked to the contact.

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Email History

The Email History section provides a log of all email broadcasts sent to this contact. Each email entry includes:

• Message Name (Internal name used in Converlens)
• Message Subject (As seen by the recipient)
• Open and click counts
• Delivery date or delivery status

Workspace admins can retry failed message deliveries from the contact viewer. This allows you to track engagement and understand the contact’s interaction history.