Contact activity and documents
A contact's page gathers everything involving that contact under a row of tabs in the main column:
- Overview — the contact's notes.
- Checkouts & Reservations — usage activity linked to the contact.
- Issues — issues linked to the contact.
- Events — events linked to the contact.
- Documents — files stored on the contact.
- Connections — every linked record, grouped by kind (see Link contacts).
- Comments — discussion about the contact.
Activity tabs
The Checkouts & Reservations, Issues and Events tabs list the records linked to the contact as a table: the item (with picture and unique ID — a +N marker means more items are included), a status badge, and the relevant date or date range (deadline for issues). Click a row to open the record in the app.
Each tab has filter pills at the top with counts:
- Checkouts & Reservations: All / Checked out / Reserved / Returned
- Issues: All / Open / In progress / Closed
- Events: All / Upcoming / Past
The Date button toggles between newest-first and oldest-first.
This gives you a quick customer or supplier history — for example, everything a customer currently has checked out, or all past maintenance events performed by a service partner.
Documents
The Documents tab is a file archive on the contact — contracts, agreements, photos and other files:
- Click Add files, or drag files anywhere onto the tab, to upload.
- Pictures are shown as a gallery; click one to view it full-size. Other files are listed with their size — click a name to open/download it.
- Delete a file with its trash/× button.
Uploading and deleting documents requires the Contacts permission; viewing is open to everyone with web access. Documents are separate from the contact's profile photo.
Comments
The Comments tab works like comments elsewhere in Itefy: write updates, @-mention colleagues to notify them, attach pictures or files, like and reply. Anyone with web access can comment.