The contact profile

Pour :Administrateur

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View of the 'contact profile' page

The contact profile is the screen where you view and edit all the information about a person. You arrive there by clicking a name in the catalog, from a payment, from a pledge, or directly via the URL /app/contact/fiche?id=....

It's also from this profile that you can act: add a payment, start a subscription, create a pledge, merge this contact with a duplicate, export their tax receipts.

Overview

The profile is organized in three zones:

1. The header (top banner) — global actions and quick buttons.
2. The left column — identity card, indicators, family tree.
3. The right column — detailed tabs (Information, Relations, Activities…).

The header: actions on the contact

The top banner concentrates operations that target the contact as a whole.

On the left: quick actions

Three large buttons always visible:

Button	Action
Add a Payment	Opens the entry of a payment already linked to this contact
Add a Subscription	Starts the creation of a recurring direct debit in their name
Add a Pledge	Records a donation commitment from this contact

These three actions are the most frequent financial operations. They all open a modal window, without leaving the profile.

The dropdown menu (•••)

The three-dot button on the left opens an advanced actions menu:

Action	Description
Add to categories	Label this contact with one or more categories
Merge this contact with another	Combine this contact with a duplicate — irreversible
Export tax receipts	Generates a recap PDF for this contact's income tax return

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Merge: irreversible operation

The merge combines two contacts into one: their payments, pledges, categories and contact details are consolidated on the target profile, the other profile disappears. The operation cannot be undone. Check twice before validating — especially on profiles that carry significant financial history.

On the right: edit, delete, restore

Button	When to use
Edit Contact	Opens the full form (last name, first name, gender, DOB, death, primary address, custom fields)
Delete Contact	Moves the contact to trash (soft delete)
Restore Contact	Visible only if the contact is in trash

The header also displays, on the right, an access indicator: if your organization uses per-administrator access restrictions, you see in avatar form who can access this profile.

The left column: identity card

The main card

At the top left, a card highlights the essential information:

• An icon representing the contact (gender, deceased/archived status).
• The last name in uppercase and the first name capitalized.
• If the profile is deleted or archived, a colored tag indicates it.

Below the name, four colored round buttons to reach the contact (visible only if they have at least one phone or email):

Button	Action
Green phone	Starts a call via your device
Green WhatsApp	Opens WhatsApp Web or the app on the primary number
Cyan SMS	Opens an SMS draft to the primary number
Gray mail	Opens your mail client on the primary address

Below, three (or four) buttons for access to related modules:

Button	Goes to
Payments	The payments list filtered on this contact
Subscriptions	The list of this contact's subscriptions
Pledges	The list of their pledges
Reminders	Visible only if the reminders history option is enabled

The indicators card

Below the main card, a card summarizes the notable characteristics of the contact with icons and short descriptions:

• Is a Man / Is a Woman
• Is the Head of their Family
• Is Deceased
• Is Deleted
• Is a Baby (if linked to parents)
• Is Married to [spouse]
• Has N child(ren)
• Is N year(s) old (Hebrew age calculation)

This card only appears if at least one indicator applies.

The family tree

If the contact has at least one family relationship entered (spouse, parent, child…), a Family Tree card displays the household rebuilt from these relationships. Clicking on another member of the tree opens their profile.

The right column: the tabs

The main area on the right is organized in six tabs.

Tab	Content	Dedicated page
Main Information	Identity, parents (if child), death, phones, emails, social ID, gift aid, addresses, date of birth, notes	See the detail
Secondary Information	Categories (tags) and custom fields	See the detail
Relations	Family links: spouse, children, parents, sibling — this is where the contact's household is built	See dedicated page
Shlihout	Registrations to community fundraising campaigns	See Hebrew features
Interactions	Chronological history: payments, pledges, messages, forms	See dedicated page
Attachments	Documents and links attached to the contact	See dedicated page

ℹ

Tabs visible depending on your plan

If your organization is on a plan without advanced CRM management, only the Main Information tab is visible (read-only). The other tabs require a plan that includes the full Contacts module.

Automatic behaviors on viewing

A few mechanisms are triggered when you open a profile, without action on your part:

• "Viewed" marking: if the profile carried the New label (created automatically, never opened), it is immediately erased. The contact no longer appears in the New filter of the catalog.
• Synchronization: information is reloaded in the background to guarantee that you see the up-to-date version, even if someone else just modified the profile.

Special cases

"Child" contact

If the contact is linked to parents (typically a child enrolled at Talmud Torah), the profile takes a simplified form:

• The Phones, Emails and Addresses cards do not appear in the Main Information tab.
• A Parents card appears at the top, with clickable links to the parents' profiles.
• The call buttons (phone, SMS, WhatsApp, mail) disappear.
• The Payments/Subscriptions/Pledges shortcuts are also hidden (financial operations go through the parents).

Archived contact

The blue ARCHIVED tag appears next to the name. Clicking on it offers to unarchive the contact.

Deleted contact

The orange DELETED tag appears. The delete button is replaced by Restore Contact. All modification actions remain technically possible but inadvisable as long as the profile is not restored.

Going further

• Main information tab — identity, parents, death, contact details, addresses, DOB, notes
• Secondary information tab — categories and custom fields
• The catalog — the list from which you open a profile
• Understand a contact — the conceptual model