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View a Contact’s Details and Conversation History

Review all past email interactions with a contact.

Have you ever wanted to view previous conversations for a particular contact? Aptly stores all past conversations with a contact directly in the Contact Profile, giving you full context and direct insight into the relationship history.

In this article, you will learn:

  1. How to view the Contact Profile.
  1. How to view the Contact’s conversation history.

How to View the Contact’s Profile

  1. In the left side navigation bar, click Contacts (it looks like a contact card).
  1. Find the contact you wish to view by scrolling through your contacts or using the Filter Contacts search bar. Click the double arrow to the left of their name.
  1. The contact details will push in on the right.
    1. Notion image

How to View a Contact’s Conversation History

  1. In the contact’s profile view, click the Related tab.
  1. Scroll down to Conversations. From here, you will be able to see all email and text conversations with that Contact. Select a conversation to view it in a popup window.
    1. Notion image

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