Contact detail

Contact detail

What this page is for:
 One person’s profile (left) plus work tabs (right). Create is the modal above — these tabs exist only after the contact exists.

Where: /portal/contacts/contact-detail?contact_id=…
 Title: {Name} | Contact | Klaus Connect
 Breadcrumb: Contacts

Left rail:

1. Name, type pill (Lead / Customer), company, Added {date}.

2. ⋮ Contact actions: Edit contact. If type is Customer: Change to Lead.

3. If Do-not flags exist: Do not {flags}.

4. Call (tel), SMS (opens Communication → SMS), Email (mailto). Disabled when missing or blocked.

5. Contact — Phone, Alt phone, Email, Alt email, copy buttons, note. Empty: No phone or email on file. Edit opens Edit Contact.

6. Work — Opps, Est, Jobs (jump to those tabs). Open balance if any unpaid jobs. Active opportunity opens that opportunity.

7. Properties — Billing/Working labels. Show map / Hide map. Pin opens the map; pencil opens Edit {label} Address. Empty: No properties on file.

There is no Add Address control on this page. Add property addresses from an opportunity (ADDRESS → Add).

Right tabs: Overview, Opportunities, Measurement, Estimates, Jobs, Communication, Gallery, Notes (each with a count).

Empty contact: No contact details found — The requested contact information is not available.

Overview

What this page is for:
 Snapshot of everything on this contact. Same cards as the other tabs, shortened.

Where: Contact detail → Overview

Steps:

1. Opportunity Snapshot — The most important active work attached to this contact. Up to 4 opportunities. Empty: No opportunities yet.

2. Estimates — recent bundles. Empty: No estimates yet.

3. Jobs — sold/contracted/closed. Empty: No jobs yet.

4. RoofScope Snapshot — measurements. Empty: No measurement reports yet.

5. Communication — Recent Calls, Recent SMS, Recent Email.

6. Gallery (compact).

7. Quick Notes — composer. Activity Feed — note history. Empty: No activity yet.

Opportunities

What this page is for:
 Every opportunity linked to this person.

Where: Contact detail → Opportunities
 Card: Opportunity Pipeline — Every opportunity tied to this contact.

Steps:

1. Click a card: ID, type of install (or No category), status (or No Status), Bad Lead if marked, WORKING ADDRESS.

2. Opens that opportunity.

3. Empty: No opportunities found — This contact doesn't have any opportunities yet.

Measurement

What this page is for:
 RoofScope / measurement reports on this contact’s opportunities.

Where: Contact detail → Measurement
 Card: RoofScope Snapshot — Recent measurement reports connected to this contact.

Steps:

1. Open a report row when present.

2. Empty: No measurement reports yet — RoofScope and measurement reports will surface here once available.

Estimates

What this page is for:
 Proposal bundles for this contact (not yet sold/job).

Where: Contact detail → Estimates
 Card: Estimates — Bundled proposals with type of install and status dates.

Steps:

1. Click a row to open the estimate.

2. Empty: No estimates yet — Estimates tied to this contact will appear here.

Jobs

What this page is for:
 Sold, contracted, and closed work, including money.

Where: Contact detail → Jobs
 Card: Jobs — Sold, contracted, and closed jobs with install type, status dates, and pricing.
 Sidebar Open balance also jumps here.

Steps:

1. Click a job to open the job workspace.

2. Empty: No jobs yet.

Communication

What this page is for:
 Calls, SMS, and email for this person. Sidebar SMS opens this tab on SMS.

Where: Contact detail → Communication
 Card: Communication — Calls, SMS, and email for this contact.
 Channels: Calls, SMS, Email (with counts).

Steps:

1. Calls — history. Empty: No call history found.

2. SMS — thread plus composer. Placeholder Type a message... (or No phone number on file). Enter or send icon (Send message). No number: No phone number — This contact has no phone number to text. Fail: Message not sent.

3. Email — click a row: subject or (No Subject), folder Inbox / Sent / Mail. Modal title is the subject or Email Detail. Empty: No emails yet.

Overview uses the same data as Recent Calls / Recent SMS / Recent Email.

Gallery

What this page is for:
 Photos and files from every opportunity on this contact. Upload needs an opportunity.

Where: Contact detail → Gallery
 Card: Gallery — Photos and files from every opportunity on this contact.

Steps:

1. If several opportunities: Upload to → Select opportunity.

2. Categories: Before Pics, Production Pics, After Pics, Payments & Warranty, Contract, Customer Files, Others.

3. Add files on the tiles (images, video, PDF). No opportunity: Attach an opportunity to this contact to upload gallery files.

Notes

What this page is for:
 Write a note on the contact and see the feed.

Where: Contact detail → Notes
 Cards: Write Note — Capture context even when no prior notes exist. · Activity Feed — Recent note and activity history for this contact.

Steps:

1. Type a message... Optional Add link (Paste link), Attach file, Attach image.

2. Send.

3. Feed empty: No activity yet — Start with the note composer and the feed will appear here.

Overview Quick Notes is the same composer.