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Contact details page

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New contact sliding form (beta) can be enabled from CRM > Settings > Other Settings > Use Slider In CRM Recordings for Viewer & Editor. The form gives a quick look at contact details & allows to plan activities or access quick actions such as call, email or message (right top options block). 

Settings gear opens copy contact, delete, reset settings, reset or save preferences for all users. 



New sliding contact form shows contact details, activities & allows to switch between main sections such as: 
  • General: contact details page, current activities, comments, activities planner tools.
  • Deals: shows all associated deals & allows to add new deals for the contact. 
  • Quotes: shows all associated quotes & allows to add new quotes. 
  • Invoices: shows all associated invoices & allows to add new ones (paid invoices statistics is available).
  • Workflows: allows to run business process for the contact. Please note that you should have business process configured in CRM > Settings > Automation > Business Processes.
    Important: business processes are available for Bitrix24 Standard or Professional plan subscribers only
  • History: reflects contact form changes history.
    Important: CRM history is available to Bitrix24 Plus, Standard or Professional plan subscribers only
  • Profile: client profile shows contact analytics.
General tab of Contact Form



Use main contact page sections - About contact & More to add contact details & custom fields. 

Activities block located on the right side of the contact form: 



Activities allows to add new: 
Comment
Add comments
Call
Schedule a call:
SMS
Send SMS via configured sms provider: e.g. Twilio or Plivo.


Email
Send email message. Please remember you need to have Email integration configured before. 


Task
Add new task:


Meeting
Add new meeting. The event scheduler will advise vacant time if you already have anything planned for the desired period. 


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Access to technical support specialists requires commercial plan subscription and is not available to free account users. Free accounts are limited to self-support resources such as product manuals, helpdesk articles, video tutorials, and free webinars. Technical assistance, training, setup, customization and other value added services can also be purchased directly from local Bitrix24 partners