Guest Profile

The guest profile page allows you to view all the information related to a guest.

To access it, simply click on a Guest's name when inside the "Guests" tab of an Organization (Client/Department) page:

From this page, you can access various information regarding the guest in question:
    1. Summary: Collects all the general information related to this guest. Custom fields can also be added if needed. Refer to this article for more information.
    2. Inbox: Collects all sent and received emails to/from this guest. You can also send emails to this contact directly from this tab.
    3. Activities: Collects all past and future activities that this guest was involved in. You can also schedule new activities directly from this tab.
    4. Notes: Collects all notes related to this guest. You can also write new notes directly from this tab.
    5. Attachments: Collects all attachments related to this guest. You can also add new attachments directly from this tab.