How to Access the Contact Widget

WHY it matters

Without the Contact Widget, you'd be clicking into each contact’s full profile or switching tabs just to take basic actions. The widget streamlines this by keeping everything in view — so you can move faster, stay responsive, and act in real time.

It helps you:

• Instantly view tags, lead source, last activity, and more

• Call, SMS, or email right from the widget

• Add notes or create tasks on the fly

• Jump into full contact details only when needed

WHAT you'll learn

• What the Contact Widget is and what it does

• Where to find it inside Aesthetix CRM

• Troubleshooting tips if the widget isn’t showing

HOW to do it

Here’s how to open the Contact Widget inside AX:

If You Don’t See It