Contact Profile Overview

Contact Profiles provide a comprehensive view of your relationship with each client and includes everything from personal details to key milestones that help you maintain a meaningful connection.

Details

1. Contact Card: Displays a contact's name, primary phone number and primary email address.

2. Social Quick Links: Connects you directly to any social platform you've saved to a contact profile.

3. Quick Actions: Lets you easily add a follow-up reminder or reminder, and also lets you adjust their auto-reminders.

4. Contact Tabs: Allows you to switch between contact details (default), upcoming reminders and tasks, historic contact activity, and contact notes.

5. Relationship: Allows you to see when you last touched the contact, and how often you want to be in touch with the contact. Touch Reminders will automatically appear in your Rechat Daily email, and on your Calendar and Today Page.

6. Tags: Tags are away for you to categorize contacts how you want. These are completely customizable, and can even include automated touch reminders.

1. Contact Info: Save all your contact's critical details in one place.

   1. First Name

   2. Middle Name

   3. Last Name

   4. Email Address(es)

   5. Phone Number(s)

   6. Source (Referral from Someone, Met Someplace, etc.)

   7. Facebook Profile*

   8. LinkedIn Profile*

   9. TikTok Profile*

   10. Website

   11. Origin (not editable)

*Simply copy and paste their social profiles into their Rechat profile to be able to click directly into them. See #2 above.

1. Flows: Automate your follow up with leads, clients and past clients. Learn more about Flows.

2. Touch Dates: You can save all of your contact's important celebration dates so you never miss a celebration again! Learn more about how you can automate your outreach.

3. Addresses: Keep up with your contact's home, work and investment addresses easily, and even export lists for labels.

1. Additional Details: Even the smallest details matter. Save them under Additional Details.

   1. Title

   2. Nickname (Please note this will replace the name in the contact overview.)

   3. Job Title

   4. Company

   5. Marketing Name (Please note this will replace the name in the contact overview and print when generating an export for mailing labels.)

2. Spouse/Partner: Whether you prefer spouses/partners be saved together or separately is up to you, but Rechat allows you to keep everything in one record, if you want.

   1. First Name

   2. Last Name

   3. Email Address (This email address will not receive any marketing emails even when the primary contact is selected. To do this you must create a new contact record.)

   4. Phone

   5. Birthday (This celebration date will not automatically send a celebration card, even when it's turned on in the contact profile. To do this you must create a new contact record.)

3. Assignee (Not Shown): Quickly share contacts amongst team members.

4. Delete (Not Shown): This action cannot be undone.

Upcoming

Upcoming events includes upcoming celebrations, reminders, tasks and calendar events. You can quickly Add Reminder, or click into any event to learn more.

History

History gives you a detailed timeline of all emails, including ones sent and received from/to Outlook and Google if you have it connected, outgoing call and text message logs (when launched from the Rechat mobile app), as well as tasks and reminders.

Notes

Adding notes to your contact records is like keeping a mental checklist that never gets lost. Whether it's a reminder about a client’s preferences, a special detail from your last conversation, or something you need to follow up on later—these notes help you stay organized and ensure you're always ready for your next interaction. No more scrambling to remember if they’re a dog person or their ideal move-in date—just refer to the notes and impress them with your attention to detail!