Contact Smart View and Detailed View
Smart view and detailed view are two views you can use to find various details about your contacts in Zoho Campaigns.
The smart and detailed views in Zoho Campaigns appear after you click a contact in the All Contacts section. Smart view displays essential information and the detailed view displays detailed information about the contact. You can also view the complete timeline of the contact and its activities in the detailed view. You'll be able to filter the contact timeline for a particular activity. You can rearrange the way information is displayed in both of these views.
What is a smart view and how to access it?
Smart view is present under Contacts -> All Contacts. It is a view that displays the essential details of a contact, such as the name, email address, associated lists, Zoho CRM data, etc. You can also perform operations like edit, marking it as unsubscribed, deleting the contact, and so on.
To access it, simply navigate to Contacts -> All Contacts -> click the email address of a contact; the window that appears is the smart view.
What is a detailed view and how to access it?
Detailed view is present under Contacts -> All Contacts. It is also a view, but it displays all possible details of a contact. In addition to the operations that you can perform on the smart view, you can also use the 'Right to Access' and 'Right to be forgotten' options. You can navigate from one contact to another using the left and right arrow buttons or by using the hamburger icon (three parallel lines icon).
To access it, simply navigate to Contacts -> All Contacts -> click the email address of a contact. In the smart view that appears, click the View All Details button.
Data displayed in the smart view
Below is the data displayed in smart view:
- Basic contact information such as name, phone number, mobile number, title, job title, company name, subscription type, contact source, added time, modified time, and location.
- Associated Lists - displayed the list names
- CRM Owner Information
- Campaign Summary
- Autoresponder Summary
- Notes
Data displayed in the detailed view
In addition to the data displayed in the smart view, the detailed view displays:
Customizing the smart and detailed views
You have control over the information you want to display in the smart and detailed views. If you don't want to display a particular section, you can remove it altogether. You can also re-arrange the sections so the information you want to display is on a priority basis from the most essential to least essential.
Below video shows how to re-arrange sections for both the views.
The Customize View button is available both in the smart view and the detailed view. Contacts Timeline is a fixed widget and cannot be removed or re-arranged. At least 3 widgets must be present in the detailed view and not lower than that.
Below video shows how to remove sections for both the views.
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