Open any person from the People grid by clicking their name in the first column. The header answers the essentials (who this is and their status) and the tabs below collect their entire history. Tab labels carry counts, so you can see at a glance where the substance is before you click.
The contact card on the left carries the essentials: email, phone, address (which links to the household), preferred contact channel, tags, and issues of interest. The record’s notes sit just below it.
Below it, the Campaign standing card holds what varies per campaign: this person’s support level (Strong through Against; “Unknown” just means never asked), their voting status during an election, their yard sign (whether their household requested one and whether it has been delivered; see Deliveries), their email consent for the context you are working in, and the global do-not-contact override. Switch contexts with the sidebar switcher and the card follows.
Use Log an interaction in the header to record a real-world touch (a call, door knock, email or note, or meeting) with an optional note. It is saved to this person’s history and shows up in the Activity tab immediately. The same button lives in the header on household and company pages, which carry the identical Activity tab.
What each tab holds
- Household: everyone at the same address.
- Connections: the people this person is linked to (referrals, relationships, and other ties), separate from who they live with.
- Emails: messages exchanged with this person through the Inbox, followed by their newsletter engagement (opens, clicks, bounces).
- Donations: every gift on record, showing date, amount, method (card or manual, with a “· monthly” note for pledge-linked gifts), and receipt status. An active monthly pledge also lights up a “Monthly donor” chip beside the name.
- Volunteer: their shift history and hours.
- Events: event registrations and attendance.
- Activity: the running history of this record, pairing the interactions you log (calls, door knocks, notes, meetings) with the audit trail of edits, newest first. It sits last, as it does on every record.
Working through many profiles
Arriving from a filtered grid, the header shows “N of M filtered” with previous/next arrows. Use J and K to walk the whole set hands-on-keyboard. See Finding your way around.
Empty tab? That is a prompt, not a dead end
Empty states name the cause and offer the next step. For example, a person with no household shows an assign action right there. 