The "Customers" section of the Unstack Admin is where you can see a full list of the contacts that you've collected using Unstack Forms. Other than the search bar, there are a number of filter options that you can use to find the contact(s) you're looking for. These are as follows:
| Filter | Description |
|---|---|
| All Contacts | Shows all contacts/leads acquired on Unstack |
| New Contacts | Contacts that are acquired within the last 30 days |
| Repeat Visitors | Contacts that visit your site at least once every 30 days |
| Slipping Away | Contacts with no activity on the site in 60+ days |
Within an individual customer/contact there are three tabs that have various purposes: Activity, Tasks, Notes.
The activity tab is where you'll see a log of that user's activity. This includes things like referral sources, form submissions, page views, etc.
Additionally, on this screen you'll see a list of properties in a panel to the right. This is a collection of the various pieces of information that the customer/contact has provided via any Unstack form submissions. There are a number of standard fields here, but we also show the values of hidden fields if there are any.
The tasks section can be used to assign individual tasks to people who have been added to your team in Unstack. These are specific to the customer/contact and won't show up anywhere else.
The notes section can be used to leave notes for other members of your team. These are specific to the customer/contact and won't show up anywhere else.
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