How to see contact details and communication history

The Relationships plugin makes it easy to see information about the accounts and contacts involved in the conversation you're currently viewing. Use the plugin to view and edit information, see recent conversations involving this contact or account, and manage internal notes.

Select the Relationships icon in the app switcher to access the plugin when viewing any conversation.

If you do not see the Relationships icon in your app switcher, you can add it by clicking the Manage integrations icon in the sidebar, then pinning Relationships to add it as a favorite.

You can view contact information by clicking on a contact's name in any message in your inbox. You'll see a pop-up contact card with information about this contact and account. Hover over any item in this pop-up to copy it.

From the options at the bottom of the contact card you can:

• Click Open details to view the full Relationships plugin or edit the contact

• Compose a new message to the contact

• Start a voice call with the contact with a telephony integration

• Create a new calendar event with the contact automatically added as a guest

• Search your inbox for conversations with the contact

In the Contact Manager, click on the contact to see details in the panel on the right.

You can view contact and account information from Front Calendar. Select an event from your calendar (either from the Front Calendar plugin, or the full-screen calendar view). From the Event details page, click the contact's name in the guest list. You'll see a pop-up contact card with basic information about this contact.

From the options at the bottom of the contact card you can:

• Click Open details to view the full Relationships plugin or edit the contact

• Compose a new message to the contact

• Start a voice call with the contact with a telephony integration

• Create a new calendar event with the contact automatically added as a guest

• Search your inbox for conversations with the contact

The Relationships plugin has various sections described below. Each section can be expanded or collapsed, and Front remembers your preferences, allowing you to focus on the most important information.

When you click on a conversation in your inbox, the Contacts tab in the Relationships plugin displays details of contacts involved in the thread.

Use the dropdown menu in the Contacts tab to toggle between the various individual contacts in the conversation if there are multiple. Contacts are categorized as External (outside of your organization) or Workspace.

In Contacts tab header, you'll see:

• The name and profile photo of the contact

• The name of the account the contact is associated with

• Any contact lists for the contact, and the option to add them

• An Add to contacts button to add the contact to Shared contacts or Private contacts if it hasn't already been added

• [Coming soon] If using Copilot, a Summarize insights with Copilot button to generate a quick overview of the contact's recent conversations

The About section displays all contact fields for this contact such as addresses, phone numbers, Twitter handles, and custom fields. Click Add to enter new information for the contact, or hover over a field to copy, edit, or delete it.

The Conversations section displays past conversations with the contact, across all channels you have access to in Front such as email, SMS, Facebook, etc. For example, if Hector messages your team over text and email, and both his phone number and email are added to his contact record. You will see texts and emails from him here. When you click on a conversation, it will open in a new window for you to read through all of the messages. 

Each conversation cell provides helpful information at a glance: 

• The inbox the conversation is in

• The subject line of the conversation

• The teammates involved in the conversation, along with the assignee, if any, which is identified with a blue border

• Time since the last activity in this conversation

• A summary or preview of the conversation, upon hover

• A snooze indicator if the conversation has been snoozed

• An archived icon if the conversation has been archived

The Notes section allows you to share context about this contact with your teammates and are a great way to add reminders for yourself. When you add a new note, you can choose whether to share it with your entire company, a specific workspace, or keep it private. This section is only available in the Contacts tab, not the Accounts tab.

Select the Accounts tab in the Relationships plugin to view account information connected to the contact.

In Accounts tab header, you'll see:

• The name of the account. Click the name to navigate to the full-page account details page in the Account Manager.

• The email domain associated with the account

• [Coming soon] If using Copilot, a Summarize insights with Copilot button to generate a quick overview of recent conversations associated with the account

The About section displays all account fields such as email domains, description, and custom fields. Click Add to enter new information for the account, or hover over a field to copy, edit, or delete it.

The Activities section displays all conversations tied to the account, across emails, tasks, discussions, and more.

Each conversation cell provides helpful information at a glance: 

• The subject line of the conversation

• Assignee (if applicable) for the conversation

• Time since the last activity in this conversation

• A summary or preview of the conversation, upon hover

• A snooze indicator if the conversation has been snoozed

• An archived icon if the conversation has been archived

When you're replying to a customer who has other recent conversations in inboxes you have access to, you'll see a banner notifying you about those conversations. Click View to see these recent conversations in the Relationships plugin.