Contact View
The Contact View in uCRM provides detailed information about each contact and offers different visualization modes depending on your needs.
Default Contact Fields
By default, uCRM includes the following fields for each contact:
Document (Identification Number)
First Name & Last Name
Date of Birth
City, State, Country
Address & Zip Code
Phone Type & Number
Email Type & Address
Additional sections can be created and customized through uCRM Configuration. More details on this are covered later in this documentation.
Contact Views
uCRM offers different views to efficiently interact with contact information.
Full Contact View
The Full Contact View is divided into two main sections:
Contact Information (Left Side)
- Displays all the contact details, including basic information and custom sections.
- Custom sections may be hidden based on security profile configurations.
Timeline (Right Side)
- Shows all interactions associated with the selected contact.
Timeline
The Timeline section contains a history of all interactions linked to the contact.
Interaction Type → Telephony, WhatsApp, SMS, WebChat, Email, Instagram, Messenger
Interaction Direction → Inbound or Outbound
Agent who handled the interaction
Dispositions assigned to the interaction
Duration of the interaction
Small Interaction View
The Small Interaction View is a compact version of the contact information, designed for quick reference during live interactions.
Displayed on the right side of the interaction panel.
Shows only basic contact information.
Timeline and custom sections are not included in this view.
The view dynamically switches between:
- Contact List → Displays all available contacts.
- Contact View → Shows details when selecting an existing contact.
- New Contact View → If a new contact is being created.
Why Use Contact View?
Quick access to contact details.
Seamless integration with uContact X.
Customizable fields for different business needs.
Interaction history available in Timeline.