Open any contact from your Contacts list and you land on their page: who they are, everything that has ever happened with them, and what you owe them next. Here is what each part of it does.
Across the top
Back to Contacts returns you to the list, and the previous and next arrows step through it without going back at all.
AI Replies switches Julie on or off for this one contact, leaving the rest of your account alone.
Delete asks you to confirm first and warns that the contact's whole history goes with them. It is offered to the account owner only.
The left column: who they are
Their photo or initials, their name, and shortcuts to look the person up on Facebook and Google.
Under Details you will find their email address and phone numbers, each showing its consent state so you can see at a glance who you are allowed to text. Stage and Assigned can each be changed straight from a dropdown here â no separate edit screen â along with their source, the date they were added, and any custom fields your account uses.
Tags show the first three with an expander for the rest. Each one can be removed, and when you add a tag it suggests the ones your account already uses, so your tagging stays consistent.
Social Data
Below that sits everything we know about them beyond the lead form: employer, job title, job history with dates, photos, and their social accounts with follower counts. Find re-runs the lookup if you think there is more to get. If we hold nothing on someone, the card is simply absent rather than sitting there empty.
The middle: their whole history
Tabs across the top â All, Notes, Texts, Emails, Calls and Reports â each carrying a count, so you can see how much of each kind of contact there has been before clicking. A tab with nothing in it says so.
Under the tabs, an automation strip tells you whether anything is running for this contact and which step it has reached.
The feed itself runs oldest to newest under day headings. Every entry is one plain sentence with a timestamp, and notes and texts show their message right there. Two things make it worth reading closely:
What happened to the message. Where we know it, each entry carries its outcome: delivered, opened, clicked, dropped, bounced or undelivered. A text that failed says so rather than sitting there looking sent.
Who was responsible. You can tell on sight whether a message came from you, from Julie, from an automation, or from Follow Up Boss.
Home value reports appear in the feed too, with the address, the estimated value, whether it has been reviewed, when the next email goes out and how many have been sent. The Reports tab opens the full home value panel, showing the same figures as the report management screen. That tab is absent on accounts without home values.
Adding a note or sending a text
At the bottom of the activity area, one card handles both. Note records something for your own reference. Text hands over to the contact's conversation, where consent and the sending number are taken care of for you.
The right side: property and tasks
Property Intelligence shows what we know about where they live, and tells you plainly when there is nothing to show â no coverage for that area, an address we cannot use, or a Canadian address where the city's own assessment is free.
Under it, Tasks lists what is still open for this contact with due dates, a tick to complete one, a form to add one, and counts of what is due and upcoming. Only a task with a date counts toward those counts. It is the same task list you see elsewhere in StreetText, so nothing gets missed by being on the wrong screen.
Not on the page yet
A few things are deliberately left out for now rather than shown in a state we cannot stand behind: sending an email from the composer, scheduling a message for later, appointments, and editing the email address or phone number in place. Nothing on the page will offer to schedule a message or describe one as scheduled.