How to Navigate Contact Records

Overview

Each contact record in PXME gives you a complete view of your patients, leads, or customers. Records are divided into three main sections—Contact, General Info, and Additional Info—plus a right-hand sidebar for quick access to activity and management tools. You can also customize fields, track opportunities, manage payments, and link contacts together, making contact records the central hub for relationship management.

Main Sections of a Contact Record

1. Contact

This section contains the essential details you’ve collected:

• Name, email, phone, and address

• Tags applied

• Campaigns, workflows, and opportunities connected

2. General Information

This section includes broader details such as:

• Company information

• Website

• Timezone

3. Additional Information

This area holds:

• Any custom fields you’ve created

• Other extra details relevant to your practice

Customizing Contact Record Tabs

You can fully customize the tabs in contact records to suit your workflow.

1. Navigate to Settings > Custom Fields.

2. At the top, click Folders.

3. Add new tabs, move fields, or delete fields from existing ones.

This ensures your records capture exactly what matters for your office.

Opportunities in Contact Records

• Primary and additional opportunities linked to a contact appear directly in their record.

• This gives you a quick view of deals and pipeline progress without needing to leave the contact page.

The Right Sidebar: Quick Access Tools

Every contact record has a sidebar with dedicated tabs:

• Activity – View system interactions like forms submitted, emails opened, and appointments booked.

• Tasks – Create, view, or manage pending/completed tasks.

• Notes – Store relationship details, insights, or conversation points.

• Appointments – Review past and upcoming appointments, or schedule new ones.

• Documents – Access and organize shared files.

• Payments – Manage financial activity including invoices, subscriptions, and stored cards.

Payments and Financial Tools

From a contact’s detail page, you can:

• Charge Now – Use a stored card or add a new one to process a payment.

• Create Subscriptions – Schedule ongoing billing with flexible start dates.

• Create Invoices – Quickly generate invoices with pre-filled contact details.

• Manage Cards – Add, view, or delete cards on file.

  • If a card is tied to a subscription, you’ll see a warning before deleting it.

Associations Between Contacts

You can link contacts together to reflect personal or professional relationships.

1. Navigate to Settings > Objects > Contacts.

2. Click + Create Association.

3. Assign a label (e.g., Parent–Child, Manager–Employee).

4. Each contact can have up to 10 associations, shown in a dedicated section.

Using Filters to Navigate Contacts

• Access filters in the top right corner of the contact list.

• Apply advanced filters using attributes (name, email, tags) or custom fields.

• Save and reuse filters for faster navigation.

Pro Tips

• Keep it clean – Regularly update custom fields and tabs for accuracy.

• Track activity – Monitor engagement and transactions via the Activity and Payments tabs.

• Use custom filters – Build filters around fields you use most to quickly find the right contacts.

FAQs

Q1: How do I view a contact’s full profile?
Click on their name in the contact list to open their record with all details and sidebar tabs.

Q2: Can I customize the tabs in a contact record?
Yes. Go to Settings > Custom Fields > Folders to add, move, or delete fields and tabs.

Q3: How do I process a payment for a contact?
Click the money icon ($) in their record, then choose Charge Now, Create Subscription, or Create Invoice.

Q4: What’s included in the Activity section?
All system interactions—forms, emails, texts, tasks, and appointments.

Q5: How do I view contact associations?
Check the Associations section in the record for all linked contacts and relationship labels.

Q6: How do I use filters for contact records?
Use the filter panel in the top right corner to segment contacts by attributes or custom fields.

Q7: Can I delete a card on file?
Yes. If it’s not tied to a subscription, you’ll see a confirmation popup. If it is, you’ll receive a warning before deletion.