Customer Information panel

The Customer Information card sits at the top-left of a contact's detail page. It gives you the essential facts about the contact at a glance.

What it shows

Depending on what's been captured, you'll see:

• Email — always shown.
• Phone — if provided.
• Website — if provided.
• Country — if provided.
• Source — where the contact came from (e.g. Direct, Website Form). See Contact source types.
• Created — the date the contact was added.
• Updated — the date the contact was last changed.

Keeping it accurate

The details here come from the contact record. To change them, use the Edit button in the page header — see Editing a contact record. Fields that are empty simply don't appear, so filling in more details gives you a richer panel.

Tip: For deeper company context — description, size, industry, competitors, and social links — look at the AI Company Summary card just below.