View a contact

Learn how to view contacts in Caspen.

View a contact

1. Go to Contacts.

2. Find the contact (search or scroll), then click the name or Actions → View.

Contact profile overview

When you open a contact, you will see their full profile. This page brings together everything linked to that contact, including details, notes, invoices, and associated cases.

Details panel

Shows the contact’s key information on the left side, including type, name, preferred name, profession, company, email, phone and address. Click Edit contact to update any field.

Notes

Add or review notes about this contact (e.g., communication preferences, admin details or context from previous interactions). Notes appear on the contact profile only. To add a note: Click Edit contact, enter your note in Notes, then click Save.

Invoices

View all invoices linked to this contact, including their status, issue and due dates. Click View to open an invoice or Create to add a new one.

Cases

Lists any cases linked to this contact, showing usage, status, practitioner, and expiry dates. Click View to open a case. If no cases are linked, this section shows No cases.