Contact details, notes, and interaction history

Modeve ERP keeps all client and team information organized in one place, including detailed contact records, notes, and a complete interaction history.

1. Accessing Contact Details

1. Go to Clients, Leads, Employees, or Team.

2. Click on any name to open their Profile.

3. The main Overview tab shows:

   • Full name / Company name

   • Phone numbers (mobile, office, etc.)

   • Email addresses

   • Physical address

   • Job title / Department

   • Tags and custom fields

   • Profile picture

You can click any phone or email to initiate contact directly (if integrations are enabled).

2. Adding and Managing Notes

Notes help you record important information and conversations.

To add a note:

1. Open the contact’s profile.

2. Go to the Notes or Activity tab.

3. Click + Add Note.

4. Write your note (you can format text, add bullet points, etc.).

5. Optionally attach files or link to a project/ticket.

6. Click Save.

Notes are timestamped and show who added them.

3. Interaction History (Activity Timeline)

The Activity or History tab provides a chronological log of everything related to the contact:

• Notes added

• Emails sent (if integrated)

• Projects created or updated

• Tasks assigned or completed

• Tickets raised or resolved

• Leave requests or attendance records (for employees)

• Invoices and payments

• Comments and @mentions

You can filter this timeline by date or type.

4. Best Practices

• Add a note after every call, meeting, or important email.

• Keep notes professional and factual.

• Use @mentions in notes to notify relevant team members.

• Review interaction history before meetings or follow-ups.

• For franchising, maintain detailed notes on each learning centre’s performance and owner communications.

5. Searching Across Contacts

Use the global search bar (top of the screen) to quickly find contacts by name, phone, email, or keywords in notes.

Tip: A well-maintained interaction history helps provide excellent service and supports better decision-making.

Need Help?
Contact your company Modeve administrator if you need additional custom fields for contacts.