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Your contact record, explainedNew

Everything about one person on one screen: details, messages and notes.

1Left: who they are#

  1. Owner, Followers and Tags sit at the top.
  2. Switch between All fields, DND and Actions below them.

2Middle: every message#

  1. Texts, emails and calls with this person in one thread.
  2. Reply from the message box at the bottom.
Reply to a lead

3Right: notes and more#

  1. Click + Add to write a note.
  2. Use the icons on the right edge for tasks, appointments, documents and payments.
Notes and tasks on a contact
Learn Jtek, Level 2: Every dayLesson 4 of 9Next lessonSnippets (saved replies)

Related

Do Not Disturb (DND)Tasks and to-dosCustom fields
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Checked against the Jtek app in October 2026.