Contact Single Page
The Contact Single Page serves as a dedicated dashboard for each contact (Customer, Supplier, or Candidate). It allows users to manage all tasks and documents associated specifically with that contact.
Contact Header Overview
Contact Name
Displayed prominently at the top of the page
Owner
The user who manages and is responsible for the contact
Task Status
Summary of task completion progress and statistics
Tabs Available
Task Tab (Default)
Manage all contact-related tasks and activities
Documents Tab
Handle files and documentation for the contact
Task Tab (Default View)
Purpose
Shows all tasks linked directly to the selected contact. This view replicates the task management interface with filtering, sorting, and different viewing modes.
Task Filters
Views
Core Features
- Search: Keyword-based task filtering
- Sort & Filter toggles for organizing tasks
- Expand view for better visualization
- Add Task button – creates tasks linked to this contact only
Task List Columns
- Action - Quick task operations
- Assignee - Task responsibility
- Due Date - Completion timeline
- Priority - Importance level
- Start Date - Initiation timing
Important Notes
- Tasks created here are automatically tagged/associated with the respective contact
- Clicking a task redirects to Task Single Page, maintaining context but scoped under the contact
Documents Tab
Purpose
Manage all files and documentation related to the contact in a centralized location.
Upload Features
- Upload and manage documents specific to the contact
- Upload Button: Top-right + Upload for quick access
- Empty State: "No documents have been uploaded yet"
- CTA: + Upload First Document for initial setup
Accepted Files
(Depending on implementation)
DOCX
XLS
PNG
JPG
ZIP
Document Management Notes
- Uploaded documents stay scoped to the current contact
- Common use cases: ID proofs, contracts, tax forms, NDAs
- Secure storage and access control for sensitive documents
Contact Management Workflow
Navigate to Contact
Home → Contacts → Select Contact
Review Contact Overview
Check contact details, owner, and task status
Manage Tasks (Task Tab)
Create, filter, and track contact-specific tasks
Handle Documents (Documents Tab)
Upload and manage contact-related files
Complete Activities
All changes automatically saved and associated with contact
Key Benefits
Centralized Management
All contact-related activities in one dedicated dashboard
Task Organization
Filter and sort tasks specifically for each contact
Document Control
Secure document management scoped to individual contacts
Efficient Workflow
Streamlined processes for customer, supplier, and candidate management