What the contact page shows
A contact is a person on a customer account, the people you reach out to for approvals, billing, or site access. The contact page shows their name, email addresses (the primary email first, then any additional emails), and phone numbers (with each number's type), their title or company, and the customer account they belong to.
When the customer portal feature is on for your business, a Portal pill appears next to their name - enabled when this contact has portal access, the customer's portal is on, and the customer is active, and disabled (greyed) otherwise. See Give a contact access to the customer portal for what the greyed state can mean.
The Roles tab lists the properties and roles they're assigned to, and the Automations tab shows outreach involving them. Its date columns separate when the outreach started, its next pending action, and, for Job Approval outreach, the service due date behind the schedule. Use Edit to change their details, or Delete Contact to remove them.
You can ask Essential about the contact you're viewing, such as their email, phone, or which account they belong to.
Each custom field has its own card at the top of the right column, above Notes, matching Customer and Property pages. Click Edit on a card to change that field, then Save. On mobile, these cards appear below Roles and Automations. These fields are managed in Settings → Custom Fields.
Timeline is always at the bottom of the page, below the main content and side cards on every screen size.
Where to find it: Main navigation → Customers, then Contacts in the submenu (it appears only while you're in the Customers area); open a contact
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