The Summary Tab
Contact Records are the central hub of information within 8i. They provide you with a one stop place to track and follow up with your clients. Since there is a large amount information available to view, add, and edit for each Contact, 8i provides the Summary tab to help you quickly gain an overview of the most important aspects of each record.
The Summary tab contains the Contact Record Notes, quick access to Next Call/Appointments, a summary view of Incomplete and Complete Activities, a summary view of the Action Plans applied, and the Social Media Activity section.
For more detailed information about the other areas of a Contact Record, see The Contact Record Header, and Editing a Contact.
- Notes: Allows you to add and view notes associated with this Contact. For more information, see Adding Notes.
- Next Call/Appointment: Shows the next scheduled Call Activity and next scheduled Appointment for this contact. If there are no Calls or Appointments, you can quickly schedule them from here. For existing Calls/Appointments, you can edit their properties, mark them done, or delete them. The Prospect List will display the date the contact was added as a Prospect. If the contact has not been added as a prospect you can add them from here. For existing Prospects, you can remove them or exlude them from the Prospect List. For more information, see About the Prospect List. The Suggested Next Action link will display a list of recommended actions based upon their current Contact Status. For more information, see Suggested Next Action.
- Incomplete/Complete Activities: These two tabs will show a short list of incomplete/completed activities, which it obtains from the Activities tab of this Contact. Next to each activity are options to print or send, mark done, and delete. Clicking the activity will open the activity details. Clicking View Activities will open this contact's Activitiestab.
- Action Plans:Displays the Action Plans that have been applied to the contact.
- Social Media Activity:Can be configured to display the three most recent post updates from this Contact's Facebook and Twitter profiles.
PLEASE NOTE: If you subscribe to both 8i and Market Snapshot and this Contact has an ongoing Market Snapshot, the Market Snapshot Summary section will appear directly below the Social Media Activity section. For more information, read Viewing a Contact's Market Snapshot History from Top Producer
