The Details Bar is located at the top of every record page. It displays the record’s name and provides a set of tools for navigation and common actions.
Record Title and Navigation
The center of the bar shows the record’s profile picture (if available) and its name. To the left and right of the title, you will find navigation arrows.
- Previous Record (left arrow): Navigates to the previous record in the list you came from.
- Next Record (right arrow): Navigates to the next record in the list you came from.
These navigation arrows only appear when you have accessed the record from a list view.
A series of buttons on the right side of the bar allow for quick actions:
- Favorite (Star Icon): Mark the record as a favorite for easy access later.
- Tasks: Manage or create tasks related to the record.
- Follow/Following: Subscribe to notifications for any updates made to this record. If you are assigned to the record, you will follow it automatically.
- Share: Share the record with another user, giving them access to view and collaborate.
On the left side of the details bar are additional tools for managing the record.
- Update Needed: This toggle switch flags a record that needs follow-up. When enabled, it often places the record in special filtered lists that help teams prioritize their work. This switch is only visible to users with specific permissions.
This dropdown menu provides access to administrative functions for the record. The exact options available depend on the record type and your permissions.
- Delete Record: Permanently delete the record. You will be asked to confirm before deletion.
- View Record History: See a complete, chronological log of every change made to the record since its creation.
- Merge with another record: Combine the current record with a duplicate record.
- Change Record Type: Modify the record’s type (e.g., from a Standard Contact to a Private Contact).
- See duplicates: View a list of potential duplicate records and manage them.
- Archive Record: Move a personal contact to an archived state, removing it from active lists.
- Make a user from this contact: Create a new Disciple.Tools user account from the contact’s information. (Requires special permissions).
- Link to an existing user: Link the contact record to an existing Disciple.Tools user account. (Requires special permissions).
Contact types define the category or classification of a contact record in Disciple.Tools. For example, you might change a contact from a Standard Contact to a Private Contact, or to another type configured in your system. Changing the contact type can affect which fields are available and how the contact appears in lists and reports.
To change a contact’s type:
- Navigate to the contact record you want to modify.
- In the Admin Actions dropdown at the top of the page, click to open the menu.
- Select Change Record Type from the list of options. This will open a modal dialog.
- In the modal, you will see a dropdown menu showing all available contact types. Each type may include a description explaining its purpose.
- Click the dropdown menu and select the new contact type you want to apply.
- Click the Confirm button to save the change.
- The page will reload automatically, and the contact will now be updated to the new type you selected.
If you change your mind before confirming, click the Cancel button or close the modal to exit without making changes.