The person page is the 360 view of one person in the QrX CRM: contact details, orders, conversations, notes, tasks, deals, tags and custom fields in one place. This article explains every part of the page and the actions on it. It is for CRM users. Open CRM > People and click a person, or go to https://portal.qr-x.app/crm/people. You need the role setting View CRM; changing things needs the settings named in each section.

Open a person from CRM > People. The left dossier contains the photo and its upload/remove controls, contact details with copy and call actions, owner, source, country, creation date, last activity and tags. Expand Sequences & consent, Linked shopper, Orders or Custom fields to use their existing controls; the lead score and its explanation remain available when scoring is enabled. On narrow screens the dossier appears above the workspace.

Use Activity for the full timeline and note editor, Deals, Tasks and Meetings for the full lists with their create actions, and Details for the record facts and Edit. The tabs show how many open deals, open tasks and upcoming meetings this person has; the Tasks count turns red when something is overdue. Activity offers All, Notes, Messages and Calls filters and search. Search checks loaded activity and continues loading when no matching rows remain; All also includes orders, returns, imports, merges and system changes. Notes retain rich text, teammate mentions, editing, deletion and attachments on saved notes.

The Open work column stays next to every tab, Activity included, so you always see what is open for this person: open deals, open tasks (overdue first, with a checkbox to complete them) and upcoming meetings. Each section shows its count, the next few items, a + button to add one and an arrow that opens the full tab. On narrow screens the column appears above the tabs. Click a task or meeting to open it, or a deal to go to the deal. Switching tabs always reloads the list you open. The Activity filters also include Emails, Tasks, Meetings and Deals. A new task or meeting appears on the timeline as an event.

Message, call (when available), Log conversation and Edit remain in the header. Open More for Export CRM personal data, Merge duplicates, Delete and Erase personal data. Each action retains its permission checks and confirmation steps. Switching workspace tabs keeps the note draft.

The timeline lists notes, orders (with reference, status and amount), conversations, calls, deal stage changes, merges and file imports. A conversation row opens the conversation in the Message Centre. If you have no Message Centre access, the row only says Conversation. To write a note, type under Add a note and click Add note.

When the person is one of your shoppers, Linked shopper shows whether the email and phone are verified, the SMS consent (Allowed or Opted out), the WhatsApp consent (Opted in, Opted out or No answer yet), the language and when the shopper was last used. Orders shows Lifetime orders, Last 90 days, Open, Cancelled, First order, Last order and Last paid. Orders and consent come from the shopper record and cannot be edited here.

When lead scoring is on, a number appears next to the name and in the Lead score card. Click Why this score to see the rules that apply and the recent changes. Lead scoring needs the Business plan or higher.

CRM viewing and export permissions are required. It includes the profile, CRM notes, permitted tasks, deals, call metadata and current linked shopper consent flags. Sections can be omitted because of permissions or plan access; the file states its scope. Message bodies, recording files, raw source payloads and deleted records are excluded. This is not a complete cross-system personal-data request.

Click Merge duplicates. The panel lists Possible duplicates; tick the people to merge into this one, up to 5 at a time, or use Find another person to search by name, email or phone. Under Which record stays? choose the survivor. Under Which values do you keep? pick a value for each field where the records differ. The panel also shows What moves: email addresses, phone numbers, tags, notes, orders and conversations. Click Merge N records and confirm. This cannot be undone. The old record's link opens the surviving person. Merging is included from the Starter plan.

Custom fields for people and companies are included on Starter and higher plans. Open Settings > CRM > Custom fields, choose People or Companies, and add a field. Edit the person or company to enter its value. Use a URL field for a LinkedIn profile. If no fields exist, Manage custom fields opens the correct record type. Only users with CRM settings access can manage definitions. A loading error shows Retry; it does not mean that your fields were deleted.

Use the note editor on a person, company or deal to add bold, italic, underlined or struck-out text, lists, quotes, links, tables and inline images. Paste or insert an image, then click it to resize. Editing an existing note preserves these formats. Empty notes cannot be saved. Notes with images can be larger (up to about 500,000 characters of HTML). You can still attach a private file to a saved note (see Private note files).

Select up to 20 teammates below a note. Only teammates with access to the record can be selected. Each new recipient gets a private notification linking to the record, without note content. Editing preserves mentions; removing a mention or deleting the note removes its notification. Concurrent edits require reloading the note.

Use Attach file below a saved note. JPEG, PNG and plain text files up to 1 MB are supported, with at most 10 active files per note. Files stay unavailable (Security scan pending) until the security scan accepts them. A rejected file shows File rejected and cannot be downloaded. Record access is checked on every download; changing files requires edit permission and note ownership or delete permission. Removing a note erases its files. If Attach file does not appear, note files are not available for your account; contact support.

In the Profile card, or at the top of Edit person, use Upload photo to choose a JPG, PNG or WebP image up to 5 MB and 4096 pixels per side. QrX saves only a private thumbnail, up to 512 pixels. CRM edit permission is required to upload or remove a photo (Remove photo). Photo changes save immediately and keep other unsaved field edits. The People list shows the thumbnail beside the name; hover over it, focus it with the keyboard or tap it to see a larger photo. If another user changes the record, reload before trying again. Merging transfers a missing photo to the surviving person and scrubs the source. Erasing the person removes the photo.

Click Message to email the person from the Message Centre. Choose the sender under From, enter a Subject and a Message, and click Send. Insert a variable adds First name, Last name, Company name or Owner name; Insert a template opens the Message Centre template picker. The button is greyed out without an email address or when your role lacks Edit CRM records or a Message Centre setting; hover over it to see which. The full details, including the sender, bulk sending and texting, are in the article on sending messages from the CRM.

Delete removes the person from your people. Orders and conversations stay where they are. Erase personal data permanently removes name, email addresses, phone numbers, notes and custom fields; type the person's name to confirm. Switch on Also block this person from being added again when the person objected to being stored: their email address and phone number are then refused in future. Erasing cannot be undone.

For messaging, see the article on sending messages from the CRM. For importing and merging, see the import and merge article. If a problem remains, contact QrX support.

To record a past call, open Log conversation, choose Call and enter its date and time in the timezone shown. Conversation and Meeting can also be logged. Add your notes, optional teammate mentions and an optional follow-up task or meeting, then save. The activity uses the selected time; future or invalid times are rejected. A manual call appears in Activity and the person’s Calls filter, keeps note editing and file attachments, and does not dial a number or create a recording.

You can add a photo when creating a new person, before the first Save. Choose Upload photo, drag the image to select the region, zoom with the slider or pinch, and rotate if needed. Save Photo applies the crop and shows a preview; Cancel keeps the previous photo. For a new person, the photo is uploaded when you save the person. For an existing person, confirming the crop saves the photo immediately. If upload fails after creation, the draft stays available and retry updates the same person without creating a duplicate. JPG, PNG and WebP are supported, up to 5 MB and 4096 pixels per side; the private thumbnail is 512 pixels.

Open a filed email to read its formatted text, tables, lists and links in the side panel. Expand Delivery details for From, To, Cc and date. Remote images stay hidden until you choose Show remote images. Newly accepted mail appears automatically on the open person timeline; your note draft stays in place.

The Quotes tab lists every quote addressed to this person with its status, total and validity. Click New quote to start one for them, open or edit a draft, download its PDF, or send it. In the ... menu, New quote does the same and Message starts a Message centre conversation. The tab only shows for people who may see quotes.