Contact Single Page View
The Contact Single Page provides a granular, 360-degree view of an individual entity (Customer, Supplier, or Candidate). It centralizes all communication, documentation, and task history into one unified interface.
Workspace Tabs
Task Tab
Active Workflows
The primary tab for managing relationship activities. It mirrors the full task management engine but is strictly scoped to the current contact.
Documents Tab
Digital Library
Secure storage for all official documentation. Centralizes contracts, ID proofs, and interaction audit trails.
Data Visualization Options
List View
Standard spreadsheet-style row management
Board View
Kanban-style drag and drop status tracking
Timeline View
Calendar-based scheduling for due items
Core Task Columns
- ● Assignee: User responsible for the task
- ● Due Date: Strict timeline tracking
- ● Priority: High/Medium/Low markers
Note: All tasks created within this view are automatically associated with the current contact, maintaining a clean audit trail across the workspace.
Centralized
Full 360 view in one dashboard
Organized
Filter and sort by contact needs
Controlled
Secure document scoping
Efficient
Streamlined business workflows