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. When your role includes Manage CRM visibility, a Visibility card lets you set Access to Inherit from company, Open (exception) or Restricted, and assign visibility teams. 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. If a company is restricted and you cannot see it, the company name is omitted on this person even when the person itself is visible.

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 Calls filter adds date and time fields so a logged call keeps when it happened. The Calls filter adds date and time fields so a logged call keeps when it happened.

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.

In the tags card, click the round + button to add a tag: pick one from the list or type a new name to create it. Click the x on a tag to remove it. Changes are saved at once. In the list, the pencil renames a tag and the bin deletes it.

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.

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. On the Calls filter the composer becomes Log a call: set the Date and Time (your time zone), write what was discussed, optionally mention teammates, then click Log call. The call appears on the timeline at that time. You can also use Log conversation in the header for the same timed call, meeting or conversation flow. On the Calls filter the composer becomes Log a call: set the Date and Time (your time zone), write what was discussed, optionally mention teammates, then click Log call. The call appears on the timeline at that time. You can also use Log conversation in the header for the same timed call, meeting or conversation flow.

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, their points and the recent changes. Lead scoring is part of the Business plan and higher, and you switch it on under Settings > CRM > Lead scoring.

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 on a person (or on a company, or select people for outreach). The composer sends an email and creates a conversation in the Message Centre. Choose the sender under From; the recipient is the person's primary email address under To. Enter a Subject (200 characters at most) and a Message (plain text, 20,000 characters at most).

Use Insert a variable in the editor toolbar to search CRM variables (Full name, First name, Last name, Email, Company name, Deal title, Deal value, Deal currency, Owner name) and insert one at the cursor. Insert a template opens the same searchable picker as the Message Centre, with previews and language selection. You can also type / in the subject or message to find a template. Subject templates replace the subject; message templates insert at the cursor. Only the CRM variables are filled in; Message Centre template variables are not. Click Send. A message appears with Open conversation.

Message is greyed out without an email address or when your role lacks a permission: Edit CRM records plus the Message Centre settings View Message centre, Create conversations, Reply to conversations, Manage conversation participants and Email external people in conversations. Hover over the button to see which is missing. One-to-one Message from a person is blocked only when the address is suppressed, unsubscribed or bounced. Bulk outreach and sequences still require marketing consent to be subscribed; unknown consent is never treated as subscribed for those sends.

The Sequences & consent card shows marketing email consent for the primary address and any sequence enrollments. With Edit CRM records you can Mark subscribed or Mark unsubscribed for that address (bounced addresses stay read-only). With enrol permission you can enrol the person in an active sequence, continue a paused send step, or stop an enrollment.

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.

The Meetings block lists upcoming meetings linked to this record. Add meeting opens the meeting sheet with the record already filled in. Click a row to open or edit the meeting.

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.

The Email filing address card shows a unique address on crm.qr-x.me. Forward or BCC mail there to attach it to this person. Filed mail appears on the Activity timeline as Filed email; open a row to read the body and download scanned attachments. There is no Reply. Shared organisation filing and the Needs filing queue live under Settings > CRM > Email filing.

With Manage CRM visibility you see the Visibility card. Choose Access: Inherit from company, Open (exception) or Restricted, and assign visibility teams. A restricted company you cannot see omits the company name on this person even when the person is visible.

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.