Contacts & Profile

Everything you know about a person or organisation on one screen — details, custom fields, roles, relationships and the full history of every interaction.

General

Contacts & Profile

Contacts & Profiles — Overview

Create, link and manage contacts and organisations with roles, custom fields and permissions

September 2, 2026

Contacts & Profile

Contacts & Profiles — Frequently asked questions

Add international addresses, manage contacts, permissions, merges and generate docs in SwiftFox.

Workflows

Contacts & Profile

Quick actions on a profile

Send email, text, call, create tasks, generate docs, run surveys and view activity logs for contacts.

September 22, 2026

Contacts & Profile

Custom field sections & calculated fields on a profile

Configure custom field sections and calculated fields on profiles in SwiftFox.

September 22, 2026

Contacts & Profile

Custom fields on roles

Configure and manage custom fields on role assignments, covering setup, editing and usage limits.

September 16, 2026

Contacts & Profile

Guest access (giving a contact a limited login)

Enable limited login for contacts and assign email or mobile credentials for event guest access.

August 28, 2026

Contacts & Profile

Stakeholder leaders

Assign, manage and transfer stakeholder leaders to ensure clear ownership of contacts.

August 27, 2026

Contacts & Profile

Related Organisations (parent and child organisations)

Manage parent‑child links, edit relationships and export hierarchy diagrams

August 27, 2026

Contacts & Profile

The profile business card and tabs

Customise contact business cards and explore profile tabs, quick actions and notes in SwiftFox.

August 27, 2026

Contacts & Profile

Contacts & Roles — contact details, unsubscribe, addresses and geocoding

Manage contacts, edit details, handle unsubscribes and refine address locations with geocoding.

August 26, 2026

Contacts & Profile

The Financial, Accreditation, Projects and other profile tabs

Manage contacts' finances, accreditation, projects and activity across SwiftFox’s profile tabs.

August 26, 2026

Contacts & Profile

Record custom fields (linking people & organisations)

Configure Record custom fields to link people and organisations, enable sync, and set primary contacts.

August 19, 2026

Contacts & Profile

Roles and relationships (two-way People to Organisations)

Add, edit, end and view two‑way People‑to‑Organisations roles in SwiftFox.

August 19, 2026

Contacts & Profile

Profile scratchpad

Add, edit and format real‑time profile notes with markdown in the Scratchpad.

August 10, 2026

Contacts & Profile

Organisation Contacts tab views (Cards, Grouped, Table and Historic)

Switch between card, grouped, table or historic views, add, filter and export contacts.

Contacts & Profile

Swift Search and finding Contacts

Find and manage contacts quickly using Swift Search in SwiftFox.

Contacts & Profile

Merging duplicate contacts

Merge duplicate contacts by consolidating records, resolving conflicts and permanently deleting copies.

Contacts & Profile

Linked fields on linked fields (chaining)

Create and manage chained linked fields to build live multi‑level data relationships.

Contacts & Profile

Creating Contacts

Create individual, organisation or bulk contacts in SwiftFox, including form‑based imports.

Contacts & Profile

Organisation Record Count field

Add and configure a live Record Count field for Organisations in SwiftFox

Contacts & Profile

Contacts & Profiles — Workflows: step-by-step

Create, search, customise, and manage contacts and organisations, including merging duplicates and exporting data.

Limitations & best practice

Contacts & Profile

Contacts & Profiles — Limitations & best practice

Manage contact duplicates, set permissions and enable geocoding in SwiftFox.