The right-hand pane on a contact record gives you quick access to the information and settings you use most, without leaving the record. It includes the contact's Communication Preferences, Active Contracts, related records, Tags, Mailing Lists, Permissions and the Change Log.
This article covers what each option in the right-hand pane is used for.
Communication Preferences
The Communication Preferences panel shows at a glance how the contact can be contacted. Each of the four channels (Email, Letter, Phone and SMS) is shown with an icon:
- Green - you can contact them on this channel
- Red - this channel is blocked
If the contact is marked as Do Not Contact, the panel shows a red Marked as do not contact banner. To change the contact's preferences, click the pencil icon in the panel header.
For more on this, see - Contacts: Communication Preferences and Do Not Contact.
Active Contracts
Active Contracts are added automatically when the contact has an active contract on a listing.
Related Properties
Related Properties lets you track properties that are connected to the contact. For example, properties the contact currently owns or used to own, or properties they currently rent or used to rent.
Related Contacts
Related Contacts lets you track other contacts who are connected to this contact. For example, their spouse, partner or parent.
Tags
You can view and add any relevant Tags to the contact. For more on this, see - Adding Tags to a Contact Record.
Mailing Lists
You can add the contact to any of your Mailing Lists, or unsubscribe them from a list. For more on this, see - Mailing Lists: Manually Subscribe a Contact.
Please Note: Unsubscribing a contact from a mailing list only stops newsletters sent to that list. To stop all emails to the contact, block Email in their Communication Preferences instead.
Permissions
You can set who has access to the record from this section. You can also change privileges and the record owner.
View Change Log
The Change Log shows any changes that have been made to the contact record, including changes to their Communication Preferences.
❓ FAQs
I can see the Communication Preferences panel but can't change anything. Why?
Changing preferences requires the privilege to update contacts. If you don't have it, the settings are view-only. Speak to your admin.
How do I see who changed a contact's Communication Preferences?
Open View Change Log in the right-hand pane. Every change to a contact's preferences is recorded there.