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Nextal Help

Contact profile

Everything you can see and edit about one contact — identity, company, communication preferences, files, conversations, notes, and follow-up tasks.

Where to find it
Contacts list → click a row
Who can use it
Anyone with access to contacts. Editing requires edit access; deleting requires delete access.
Direct URL
https://app.nextal.com/contacts/<ID>

The contact profile is the home base for one person at one of your client companies. It opens when you click a row in the contacts list. The page is organised top to bottom: identity at the top, key facts in a row below, then a set of tabs for everything else.

A contact profile end-to-end. Name and quick links at the top, key facts in the row below, then tabs.
Name on the left, social links and the 3-dot menu on the right.

Name

The contact’s full name is shown next to a circle showing their initials. Click the name to edit it inline — first and last name in one field. Save when you’re done.

Social links

Four icons on the right open the contact’s online profiles in a new tab when set. To add or change a URL, click the pencil that appears on hover. Available links:

  • Website
  • Twitter
  • LinkedIn
  • Facebook

The 3-dot menu

Only visible if you have permission to delete contacts. One option:

  • Delete contact — opens a confirmation. If this contact belongs to several clients, you’ll see an extra warning that deleting will remove them from all of those clients. After confirmation you’re sent back to the dashboard.

If the contact can’t be deleted (for example because they’re attached to active jobs), you’ll see a red notification explaining why.

The key-facts row

Four cells in one row, each editable on click.

Four boxes side by side. Click any one to open an inline editor and change it.

Contact info

The contact’s email and phone number. Both fields are required when you edit — Nextal won’t let you save an empty email or phone.

Company

The client this contact works for. Click the company name to jump straight to that client’s profile. This cell is currently read-only — to attach a contact to a different client you’ll need to do it from the client side (Client → Contacts tab).

Position

The contact’s job title at the company (e.g. “HR Director”, “Recruiting Manager”). Optional.

Communication preferences

How this contact prefers to be reached, and in what language:

  • Channel: Email, Phone call, or Text message
  • Language: French, English, or Spanish

These preferences are picked up when you send the contact an email — for example, the language is used to choose the right email template.

The tab bar

Five tabs. The count pills show you at a glance how much is on each tab.

Five tabs cover the rest of what you can do with a contact. Each tab shows a small grey count next to its name when there’s something there (showing “99+” if there are 100 or more):

  1. Profile — description, tags and any custom fields your organisation has set up
  2. Emails — full email history with this contact
  3. Files — documents attached to the contact
  4. Comments — internal team notes about the contact
  5. Tasks — follow-up reminders

The currently-open tab is remembered in the page address — you can copy the URL and send it to a teammate, and they’ll land on the same tab.

The Profile tab

Three blocks, top to bottom:

  • Description — a free-form text editor for anything that doesn’t fit elsewhere. Use it to capture context like “prefers morning meetings, dislikes phone calls”.
  • Tags — colored chip labels. Use them to group contacts (“decision maker”, “warm intro”, “introduced by Marie”). Tags are shared with the client tag pool, so adding a tag here makes it available everywhere.
  • Custom properties — any extra fields your admin has configured for your organisation (for example, “preferred meeting day” or “signing authority”).

Emails / Files / Comments / Tasks

These four tabs work the same way they do on a candidate profile — the same controls, the same flows. The detail of each tab is covered on its own page:

A small line at the bottom of the page tells you:

  • When the contact was created
  • Which teammate created it
  • The last time it was edited and by whom

Useful when picking up a contact from a colleague or auditing where a record came from.

Who can do what

What you want to do

What you need

Open and read the contact profile

Access to contacts

Edit any field (name, email, phone, position, social links, description, tags, etc.)

Edit access on contacts

Delete the contact

Delete access on contacts

Tips

  • Click the company name to jump to the client. The fastest way to see who else works at that company is to land on the client’s Contacts tab.
  • Share deep links to a specific tab. The URL changes when you switch tabs, so sending a teammate the address takes them right to where you were.
  • Use comments for context that needs to survive a team change. The description is good for one-liners; comments are better for ongoing history.