> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/contacts/view-a-contact.md).

# 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**.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F28Co6QqKiyiIzLifwYOz%2Fview_contact.png?alt=media&amp;token=de8450ea-9c3c-4f40-bc1c-703489ebe46e" alt=""><figcaption></figcaption></figure>

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## 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.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F7sgJDz33bOKdh8YKnjlG%2FContact_profile.png?alt=media&amp;token=6dcce47a-3fd8-465d-8603-5dd4f9856852" alt=""><figcaption></figcaption></figure>

**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**.