Person record (/people/[id])

The heart of Unificar — one contact, one timeline.

Profile column

• Contact — name, last 1:1 communication, phones, email, address, do-not-email / do-not-text
• Relationships — spouse / co-buyer / family with phone & email
• Details — stage, source (+ how long ago), assigned agent, lender, price, timeframe, tags
• Background — high-level notes you keep referring to
• Social profile — Google search by name/email; manual LinkedIn / Facebook / Instagram / X URLs, location, and a note. Hover the section title and click × to clear. No auto web scrape or photos.
• Custom fields — own section; hide-if-empty + Show all fields
• Delete person — admins / users with delete permission; type DELETE. Permanent.

Take action & timeline

Composer: Create Note · Send Email · Text · Log Call (templates, log-only, call outcomes).

Timeline tabs with counts: All, Emails, Texts, Calls, Notes, Activity (CRM system events), Marketing emails (action-plan / automation sends), Starred (pinned). Filters also covers reassignments and the change log. Website activity, inbox apps, and third-party embeds are not tracked.

Hover relative times; pin items for the Starred tab.

Right rail

• Tasks — open list + view completed
• Appointments — upcoming + past
• Deals — create / stage / primary
• Action plans — running / paused / completed + enroll
• Collaborators — extra teammates who can open this profile when agents-see-own-only is on

No file vault or vendor marketplace widgets yet.

Also: duplicate detection & merge, export packet. Wider dedupe: Admin → Dedupe.