> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tartini.com.br/llms.txt
> Use this file to discover all available pages before exploring further.

# The contact record

> See everything about a contact in one place: data, status, fields, notes, and conversation history.

export const Artigo = ({titulo, href, children}) => <a className="lista-artigos-item" href={href}>
    <span className="lista-artigos-texto">
      <span className="lista-artigos-nome">{titulo}</span>
      {children ? <span className="lista-artigos-desc">{children}</span> : null}
    </span>
    <svg className="lista-artigos-seta" viewBox="0 0 24 24" width="18" height="18" aria-hidden="true">
      <path d="M9 6l6 6-6 6" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" />
    </svg>
  </a>;

export const Lista = ({titulo, children}) => <div className="lista-artigos">
    {titulo ? <p className="lista-artigos-titulo">{titulo}</p> : null}
    <div className="lista-artigos-itens">{children}</div>
  </div>;

The contact record is the memory of the relationship with the customer. Name, status, filled-in fields, notes, and all conversations live in one place.

<Note>
  Who can see this: everyone with access to the contact's unit. Creating new statuses in the catalog is for Administrator, Company Manager, Area Manager, or Unit Manager.

  The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
</Note>

***

## What's in the record

Where to find it: **Inbox > Contatos**, click a contact, or in the conversation's details panel, "Abrir ficha".

The record shows the identity card (name, channel, unit, phone number, and "na base desde"), the status, the contact fields, the tags, the notes, the conversations, and the links to other contacts or units.

***

## Edit the name

<Steps>
  <Step title="Click the pencil">Next to the name, at the top of the record.</Step>
  <Step title="Type the new name">Press Enter to save, or Esc to cancel.</Step>
</Steps>

***

## Change the contact's status

By default the contact stays "Sem status".

Where to find it: status selector, at the top of the record.

<Steps>
  <Step title="Click the status selector">Shows the list of statuses set up by the company.</Step>
  <Step title="Choose a status">The screen confirms the change with the new status name.</Step>
</Steps>

<Note>
  With no status set up yet, the screen shows "Criar em Identidade › Operações" for managers, or "Peça a um gestor para criar a lista de status" for everyone else.
</Note>

***

## Fill in the contact's fields

Where to find it: **Campos do contato** (Contact fields) card.

<Steps>
  <Step title="Click Editar (Edit)">On the field you want to fill in.</Step>
  <Step title="Type the value">The format is validated according to the field type, such as email, CPF, CNPJ, or date.</Step>
  <Step title="Save">Press Enter, or Esc to cancel.</Step>
</Steps>

<Note>
  Saving it empty clears the field. A field filled in by Tino shows "Tino · data"; click to read the conversation where he collected the data.
</Note>

***

## Apply tags

Where to find it: **Tags** card.

<Steps>
  <Step title="Click Tag">Opens the "Nome da tag" field.</Step>
  <Step title="Choose or create">Select a suggestion from the catalog or type a new name and choose a color.</Step>
</Steps>

<Note>
  Tags applied by a campaign show a megaphone icon.
</Note>

***

## Write a note about the contact

Where to find it: **Notas** (Notes) card.

<Steps>
  <Step title="Write in the field">"Escrever uma nota sobre este contato…", up to 5000 characters.</Step>
  <Step title="Choose the type">"Pedido" or "Informação".</Step>
  <Step title="Click Salvar nota (Save note)">The screen confirms "Nota registrada!".</Step>
</Steps>

<Note>
  Notes written by Tino can never be deleted: they're the evidence of what was promised to the customer. Your own note can be removed, with confirmation.
</Note>

***

## See the conversations and links

The **Conversas** (Conversations) card lists up to the 50 most recent conversations, with status, channel, department, agent, and the link to the Scout evaluation. The **Vínculos** (Links) card shows contacts with the same phone number on another channel (merge candidates) and this same contact's record in other units.

<Note>
  The record loads a maximum of 50 conversations. The actual total appears in the card header.
</Note>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I delete the note Tino wrote?">
    No. It's the proof of what was agreed with the customer during the conversation.
  </Accordion>

  <Accordion title="Why does the conversation list only show 50?">
    That's the record's limit. The number in the card header shows the actual total.
  </Accordion>

  <Accordion title="Does the same person in another unit count as a duplicate?">
    No. Each unit has its own record, with its own history and status.
  </Accordion>
</AccordionGroup>

***

## Related articles

<Lista>
  <Artigo titulo="Manage contacts" href="/en/inbox/contatos">Search, edit, and merge duplicate contacts.</Artigo>
  <Artigo titulo="Transfer, note, and tag conversations" href="/en/inbox/transfira-notas-e-tags">The tags and notes inside the conversation.</Artigo>
  <Artigo titulo="Handle a conversation" href="/en/inbox/atenda-uma-conversa">Open, reply, attach files, and take over from Tino.</Artigo>
  <Artigo titulo="Read Scout's evaluations" href="/en/agentes/scout/avaliacoes">The summary and score for each conversation.</Artigo>
</Lista>


## Related topics

- [Manage contacts](/en/inbox/contatos.md)
- [Set up contact fields](/en/cerebro/qualificacao.md)
- [Set up contact statuses](/en/cerebro/status-de-contato.md)
