Contact Details

The Contact Details page is the single-source view for one contact in your CRM. It pulls together their personal info, linked companies, linked projects, custom fields, and a complete history of activities and tasks tied to them. From here you can log a call, add a CRM task, edit any field, link a company, change their status - all without leaving the page.

PrimeCRM is a Pro feature

The Contact Details page requires a Pro license with CRM enabled. See License Settings.

Statuses can drive a kanban Pipeline Board

changing a contact's status from this page moves the linked CRM task on every kanban Pipeline Board that listens to it. To see which statuses are wired to a board, look for the indicator next to a status in the inline status picker on the Contacts list, or in the contact-status filter dropdowns.

What you can do

See everything about a contact at a glance

name, title, email, phone, mobile, birthday, source, status, priority, notes, social links, and avatar

Track a contact's birthday

set a date when editing the contact, then see a friendly age line and a countdown to the next birthday on this page

Set a one-click yearly birthday reminder

creates a recurring task linked to the contact, due on their next birthday, that repeats every year automatically

Log an activity

(call, email, meeting, note, demo, proposal, LinkedIn touchpoint) directly from the page, pre-linked to this contact

Add a CRM task

directly from the page, pre-linked to this contact

Edit the contact's information

open the editing form from the page header

Delete the contact

with a confirmation step

See and manage linked companies

add, remove, and click through to any company's detail page

See and manage linked projects

add or remove project links

View and edit custom fields

every custom field scoped to contacts appears here, with auto-save

Browse the full activity timeline

every interaction ever logged against this contact, with filters and pagination

Browse all CRM tasks

linked to this contact, with inline status and priority editing

Right-click any task

for quick actions - open, edit, copy link, duplicate, mark done, delete

See social profiles

LinkedIn, Twitter, and GitHub links if set

Jump to LinkedIn Outreach

if the contact came from LinkedIn, see their pipeline stage and link through to the LinkedIn Pipeline

Add custom web links

give each contact unlimited labelled URLs (Portfolio, Personal Site, Calendly, Behance, anything you need)

How to open a contact's detail page

PrimeTask is interconnected, so there are many ways to land here:

From the Contacts list: Click any contact on the Contacts page.
From the CRM Dashboard: Click any contact in the Recent Contacts section on the CRM Dashboard.
From a task: Click the linked contact's name on any task or CRM task.
From an activity: Click the linked contact's name on any activity.
From a company's detail page: Click any contact in the Linked Contacts section on a Company Details page.
From PrimeFlow: Click any contact node on a PrimeFlow canvas. See CRM & PrimeFlow.
Command palette: Press ⌘+K (or Ctrl+K), type the contact's name, and pick the result.
Global search: Search for the contact's name.
Quick Add: Type &name in Quick Add, pick the contact from autocomplete, and click through. See Quick Add Settings.
AI agents (MCP): When an AI agent returns a contact reference, clicking it opens this page. See CRM & MCP.

Things worth knowing

Contact information

The page shows the contact's core details: email, phone, mobile, contact source (how you acquired them), and any notes you've added. Email and phone are clickable - email opens your mail client, phone starts a call. All edits go through the editing form (click Edit in the header).

If the contact has social profile URLs (LinkedIn, Twitter, GitHub), they're shown as clickable links that open in a new tab.

Birthday and yearly reminder

Open the contact in Edit mode, set the Birthday field, and save. The contact details page will then show:

The birthday formatted as a date
The contact's current age in years and months (e.g., "32 years, 4 months")
A live countdown to the next birthday ("in 5 days", "tomorrow", "today", "in 2 months")

Next to the countdown, click Set yearly reminder to create a recurring CRM task linked to the contact, due at 9 AM on their next birthday. PrimeTask uses your space's default status and priority for the new task. Once it's set, the button is replaced by a Reminder set badge so you don't accidentally create duplicates.

The reminder is a regular CRM task - it appears in the contact's Tasks section on this page, in your full CRM Tasks list, in the Calendar, and in the notification bell on the day it's due. Because it's set to repeat yearly, it rolls forward to the next birthday each time you complete it. You can edit, snooze, reschedule, or delete it like any other task.

One reminder per contact

PrimeTask detects an existing yearly birthday reminder for this contact and hides the button when one is already set. To replace it (different time, different task type, etc.), open the existing reminder task and edit it directly.

Reminders respect CRM scope

If the contact lives in shared CRM, the reminder is a shared CRM task. If the contact is project-scoped in an isolated CRM project, the reminder is created inside that project's storage so it stays alongside the contact. See Shared vs Isolated CRM.

Custom web links

Beyond the fixed LinkedIn, Twitter, and GitHub fields, you can attach any number of free-form labelled web links to a contact. Useful for individual clients who don't have a company record but still have a personal web presence - portfolio, scheduling page, Calendly, Patreon, Substack, blog, anything.

Open the contact in Edit mode, scroll to Web Links, click Add link, give it a label (the name you want to remember it by) and the URL. Add as many as you like; remove any you don't need with the trash icon next to it. Save when done.

The links appear in their own section on the contact details page, each as a clickable row that opens in your system browser.

Two ways to capture web presence

Use the dedicated LinkedIn, Twitter, and GitHub fields when those platforms apply (the contact's pipeline stage and outreach features depend on the LinkedIn URL specifically). Use Web Links for everything else - including any platform PrimeTask doesn't have a dedicated field for.

LinkedIn Outreach integration

If the contact's source is LinkedIn, the page shows a link to their pipeline stage in the LinkedIn Outreach Pipeline. Click it to jump straight to the pipeline view with this contact in context. This is the fastest way to check where a LinkedIn prospect is in your outreach flow.

Quick actions from the header

Four actions are available at the top of every contact's page:

Log Activity - opens the activity form pre-linked to this contact. No need to pick the contact from a dropdown - it's already filled in.
Add Task - opens the CRM task form pre-linked to this contact.
Edit - opens the editing form for the contact's personal info, company links, social profiles, and notes.
Delete - removes the contact after confirmation.

Log Activity and Add Task are the fastest paths

When you've just had a call or need to create a follow-up task, the header buttons pre-fill the contact link so you save a step every time.

Linked companies

The Linked Companies section shows every company this contact is associated with, with the primary company (their main employer) marked. Each company is clickable - click to jump to the Company Details page.

You can link a new company from this section - pick from existing companies or create a new one inline. You can also unlink a company if the contact is no longer associated with it. Unlinking removes the connection from both sides (the contact's page and the company's page).

Linked projects

The Linked Projects section shows every project this contact is connected to. You can add or remove project links from here using the Manage control.

Project linking is disabled in Isolated CRM

When viewing this contact inside a project's Isolated CRM, you can't link them to other projects - isolated contacts live exclusively inside their project. See Shared vs Isolated CRM.

Custom fields

Every custom field scoped to Contacts appears in a dedicated section on this page. Fields with values are shown directly; empty fields are summarised by count so you know how many are available to fill in. Click any field to open the editing view where you can set, change, or clear values - changes save automatically.

You can also hide individual fields on this specific contact without removing them from other contacts, and create new field definitions directly from this page.

For the full custom fields experience on CRM entities, see CRM & Custom Fields. For the overall custom fields system, see Custom Fields Overview.

Activity timeline

The activity timeline shows every interaction ever logged against this contact - calls, emails, meetings, notes, demos, proposals, LinkedIn messages, LinkedIn connections, LinkedIn profile views, and task completion logs - in reverse chronological order (most recent first).

Each activity is clickable for viewing or editing. You can also filter the timeline by activity type, outcome (positive / neutral / negative), date range, linked contacts, linked companies, and free-text search.

The timeline is paginated. A Log Activity button at the top lets you add a new entry directly, and a See All link takes you to the full Activities page filtered to this contact.

CRM tasks

The Tasks section shows every CRM task linked to this contact - both pending and completed. You can:

Change a task's status or priority inline - without opening the task
See overdue tasks marked clearly
See recurring tasks, checklist progress, and subtask progress at a glance
See the due date for each task
Right-click any task for quick actions: open, edit, copy a primetask:// deep link, edit notes, mark done, duplicate, or delete

The section has its own filters (search, status, priority, completion state, linked contacts, linked companies) and pagination. An Add Task button lets you create a new CRM task pre-linked to this contact, and a See All link takes you to the full CRM Tasks page.

Deleting a contact

Clicking Delete in the header opens a confirmation step that asks you to confirm.

Deleting a contact also deletes their activities

When you delete a contact, every activity logged against them is also deleted. CRM tasks linked to the contact are kept but lose the contact link. This is a permanent, irreversible action - back up first from Data Management if you're unsure.

Isolated CRM mode

When you open a contact from a project's Isolated CRM view (rather than from Shared CRM), the page scopes to that project:

The contact's data, activities, and tasks are loaded from the project's private CRM storage
If auto-sync is enabled for the project, linked shared data is merged in (without duplicates)
New activities you log default to the project scope
Navigation from this page (companies, tasks, "See All" links) stays inside the same project's isolated context
The Manage control for Linked Projects is disabled (isolated contacts can't be cross-linked)

For the full Isolated CRM explanation, see Shared vs Isolated CRM.

Common questions

"How do I edit a contact's phone number or email?"

Click Edit in the header - this opens the editing form where you can change any personal info field (name, title, email, phone, mobile, source, notes, social links, avatar, and more). There's no inline editing on the detail page itself; all edits go through the form.

"I logged an activity but it's not showing up on this page."

Check whether you logged it against the right contact - activities link to a specific contact (or company, or both) and only show up on the pages of the entities they're linked to. Also check whether you're in the right CRM view - if you logged the activity in Shared CRM but you're viewing the contact from an Isolated CRM project (or vice versa), the activity may be in a different scope. See Shared vs Isolated CRM.

"Can I change a task's status without opening it?"

Yes. The Tasks section has inline status and priority controls on every task row - change either one directly without opening the task form.

"I want to see all incoming relationship links to this contact from other entities."

That's in CRM Connections & Backlinks - it shows every entity that points at this contact via a relationship field, a project link, or a company link. It's the "reverse view" of all the connections this contact is part of.

"I deleted a contact by mistake. Can I get it back?"

Only from a backup. Deleting a contact is permanent - there's no trash can or undo. Restore from a recent backup via Data Management. The backup includes all contacts and their activities.

"Can I copy a link to this contact for use in another app?"

Right-click any task on this page and choose Copy Link to copy a primetask:// deep link to that task. For a deep link to the contact itself, use the right-click context menu from the Contacts page. See External Integrations Settings for deep link setup.

Where to go next

If you want to…	Read this
Return to the full contacts list	Contacts
Open a linked company's detail page	Company Details
Understand activity types and logging	Activities
Understand CRM tasks	CRM Tasks
Configure custom fields for contacts	CRM & Custom Fields
See incoming relationship links	CRM Connections & Backlinks
Track LinkedIn outreach for this contact	LinkedIn Pipeline
Understand Shared vs Isolated CRM	Shared vs Isolated CRM
Link this contact to a project	CRM & Projects
Use AI agents to work with contacts	CRM & MCP
Return to the CRM hub	PrimeCRM Overview