Manage a contact's profile
Everything that lives on a contact's profile — details, strength, labels, notes, activity, and archiving.
Everything you know about a person lives in one place: their details, how you rate the relationship, where they came from, what you've talked about, and what's still open.
Why it matters
A contact isn't just a name and an email address. It's the context you actually need to keep a relationship going: how close you are, why they matter to you, what you talked about last time, and what you still owe them. When that context lives on the profile instead of scattered across your memory and old email threads, you show up prepared instead of scrambling before a call.
How it works
Every contact has a profile that fills in as you use Relatable: details, notes, past interactions, and reminders. You can edit almost anything on it directly, and it keeps a record of where the contact came from and how you've labeled their information. Strength and importance are your own read on the relationship, not something Relatable calculates for you, and they shape what surfaces elsewhere in the app.
How to use it
- Open a profile: click a contact anywhere in Relatable — Database, search, dashboard — to open it.
- Details tab: toggle into edit mode to update name, one-liner, emails, phones, company, location, related contacts, strength, importance, source, and custom fields, all inline.
- Labels: mark each email, phone, or address as work, personal, mobile, or your own custom label, so you always know which is which.
- Source: check where the contact came from — Gmail, LinkedIn, a CSV import, or manually added — right in the Details tab.
- Notes, Activity, Reminders tabs: log a note, browse past interactions and calendar events, and manage reminders tied to this person, all from the same profile.
- Archive or delete: use the archive option to archive a contact when a relationship is no longer relevant.
Good to know
- Archiving isn't deleting. It hides the person from most views but keeps their history; unarchiving brings back their notes, interactions, and reminders.
- Repeated or accidental labels get cleaned up automatically, so you don't end up with three versions of "work" on one contact.
- Custom fields let you track anything specific to how you work, beyond the built-in ones.
- Some accounts see the profile as a full page instead of a side panel. The information is the same either way.
Ask Whiz
- "What do I know about Siouxsie?"
- "Update Iggy's importance to high"
- "Archive this contact"