# View a contact

## View a contact

1. Go to **Contacts**.
2. Find the contact (search or scroll), then click the name or **Actions** → **View**.

<figure><img src="/files/OdnrBc80qP3VBgmtEDnp" 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="/files/134US6f7C9smiTnr7hEE" 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**.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.caspen.com/using-caspen/contacts/view-a-contact.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.