---
title: Contact Record overview
description: An overview of the Contact Record and the actions you can perform from it
---

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1. [Thrive4 Help Centre](https://help.thrive4.com/?hsLang=en)
2. [Contact management](https://help.thrive4.com/contact-management?hsLang=en)
3. [Contacts](https://help.thrive4.com/contact-management?hsLang=en#contacts)

# Contact Record overview

## A comprehensive guide to navigating the contact record and the various actions you can perform within it

### Actions

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Jun-29-2026-10-18-46-7794-AM.png?width=670&height=345&name=image-png-Jun-29-2026-10-18-46-7794-AM.png)

Click the ‘Actions’ button in the top-left corner of a contact record to carry out the following:

- Message ([Email](https://help.thrive4.com/how-do-i-send-emails-to-contacts?hsLang=en)/[SMS](https://help.thrive4.com/how-do-i-send-messages-to-my-members-via-sms?hsLang=en))
- Add to [Group](https://help.thrive4.com/managing-groups?hsLang=en)or [Product](https://help.thrive4.com/how-do-i-manually-add-people-to-products?hsLang=en)
- Invite to [Product](https://help.thrive4.com/how-do-i-add-or-invite-to-product?hsLang=en)or [Organisation](https://help.thrive4.com/how-do-i-invite-my-customer-to-joinin-my-organisation-and-set-up-their-password?hsLang=en)
- [Add note](https://help.thrive4.com/how-do-i-add-a-note-to-a-contacts-record?hsLang=en)
- [Request payment](https://help.thrive4.com/how-can-i-request-an-ad-hoc-payment?hsLang=en)
- [Mark inactive](https://help.thrive4.com/how-do-i-remove-a-contact?hsLang=en) (or as an ex-player)

 

### Left sidebar

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Jun-29-2026-10-19-12-9164-AM.png?width=330&height=761&name=image-png-Jun-29-2026-10-19-12-9164-AM.png)

- 'Details' - the contact's personal information
- 'Account owner' - the account owner's personal information 
    - If you have clicked into the account owner’s record this information will display in the 'Details' section and the 'Account owner' section will not appear
- 'Active payment methods' -any mandates or saved cards that the account owner has set up
- 'Medical' - any medical information provided (if the account owner has shared access)
- 'Linked contacts' - any profiles linked to the contact (account owner, siblings etc.)
- 'Contacts' - emergency contacts and any individuals designated to receive copies of emails sent to the contact via the system
- 'Groups' - view, add and remove the contact from your groups

 

### Main dashboard

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Jun-29-2026-10-19-39-7986-AM.png?width=670&height=517&name=image-png-Jun-29-2026-10-19-39-7986-AM.png)

**Dashboard**

Alerts: Quickly flag missing payment methods, medical information etc.

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Jun-29-2026-10-20-26-8696-AM.png?width=1122&height=190&name=image-png-Jun-29-2026-10-20-26-8696-AM.png)

Overview: Shows currently outstanding and pending amounts, and account credit.

Invoiced: Shows invoiced and paid amounts over a given time period

Active Products: Products that are ongoing or planned for a future date for all linked contacts

**Finance**

Invoices: A record of all invoices over a specified date range

Orders: A record of all scheduled orders

Upcoming Renewals: Any of the contact's renewals that have not yet moved to 'Orders'

Suspended: Any of the contact's renewals that have been suspended

Statement: Outlines all debit and credit transactions between your organisation and the customer

**Messaging**

History: A comprehensive history of all email or SMS communications sent to the member

Timeline: View messages that have been delivered to the contact's timeline (app notifications)

Preference centre: View the communication preferences set by the account owner

**Attendance**

Access a detailed record of the contact's past and future attendance

**Development Programme**

Track and manage the contact's progress in any related Development Programmes

**Activity Logs**

A record of all activity/changes made to the contact’s record

 

### Right sidebar

- 'Notes' - view, edit and delete any notes associated with the contact
- 'Consents' - view the contact’s consent responses - these can only be edited by the customer at checkout or in the member portal
- 'Forms' - view and edit the contact’s form responses
- 'Shared files' - view and download any files that the contact has shared with your organisation
- 'Product invitations' - view the status of any product invitations that have been issued to the customer and delete if required

- [FAQs](https://help.thrive4.com/faqs?hsLang=en)
- [Member guides](https://help.thrive4.com/member-guides?hsLang=en#main-content)

    - [Account details](https://help.thrive4.com/member-guides?hsLang=en#account-details)
    - [Payments](https://help.thrive4.com/member-guides?hsLang=en#payments)
    - [Troubleshooting](https://help.thrive4.com/member-guides?hsLang=en#troubleshooting)
- [Dashboard](https://help.thrive4.com/dashboard?hsLang=en)
- [Growth tools](https://help.thrive4.com/growth-tools?hsLang=en)
- [Contact management](https://help.thrive4.com/contact-management?hsLang=en#main-content)

    - [Contacts](https://help.thrive4.com/contact-management?hsLang=en#contacts)
    - [Groups and Roles](https://help.thrive4.com/contact-management?hsLang=en#groups-and-roles)
    - [Gymnastics insurance](https://help.thrive4.com/contact-management?hsLang=en#gymnastics-insurance)
- [Timetable](https://help.thrive4.com/timetable?hsLang=en)
- [Teams](https://help.thrive4.com/teams?hsLang=en#main-content)

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    - [Season management](https://help.thrive4.com/teams?hsLang=en#season-management)
    - [Player management](https://help.thrive4.com/teams?hsLang=en#player-management)
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    - [FAQs](https://help.thrive4.com/sales-admin?hsLang=en#faqs)
    - [Orders](https://help.thrive4.com/sales-admin?hsLang=en#orders)
    - [Invoices](https://help.thrive4.com/sales-admin?hsLang=en#invoices)
    - [Payments](https://help.thrive4.com/sales-admin?hsLang=en#payments)
- [Reporting](https://help.thrive4.com/reporting?hsLang=en#main-content)

    - [Financial](https://help.thrive4.com/reporting?hsLang=en#financial)
    - [Operational](https://help.thrive4.com/reporting?hsLang=en#operational)
    - [Communication](https://help.thrive4.com/reporting?hsLang=en#communication)
- [Product management](https://help.thrive4.com/product-management?hsLang=en#main-content)

    - [Adding a new product](https://help.thrive4.com/product-management?hsLang=en#adding-a-new-product)
    - [Billing](https://help.thrive4.com/product-management?hsLang=en#billing)
    - [Product settings](https://help.thrive4.com/product-management?hsLang=en#product-settings)
    - [Schedules](https://help.thrive4.com/product-management?hsLang=en#schedules)
    - [Discounts](https://help.thrive4.com/product-management?hsLang=en#discounts)
- [Communication](https://help.thrive4.com/communication?hsLang=en#main-content)

    - [Email](https://help.thrive4.com/communication?hsLang=en#email)
    - [SMS](https://help.thrive4.com/communication?hsLang=en#sms)
    - [Notifications](https://help.thrive4.com/communication?hsLang=en#notifications)
- [Organisation setup](https://help.thrive4.com/organisation-setup?hsLang=en#main-content)

    - [Financial](https://help.thrive4.com/organisation-setup?hsLang=en#financial)
    - [Data collection](https://help.thrive4.com/organisation-setup?hsLang=en#data-collection)
    - [Development programme](https://help.thrive4.com/organisation-setup?hsLang=en#development-programme)
- [Your shop](https://help.thrive4.com/your-shop?hsLang=en)
- [Troubleshooting](https://help.thrive4.com/troubleshooting?hsLang=en#main-content)

    - [Products](https://help.thrive4.com/troubleshooting?hsLang=en#products)
    - [Payments](https://help.thrive4.com/troubleshooting?hsLang=en#payments)
- [Submit a ticket](https://help.thrive4.com/submit-a-ticket?hsLang=en)
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