Click on the client whose profile you'd like to view. Once in the profile, you'll see an overview of that contact and the different ways you can interact with them on Indy.
A - Side Navigation
The tools in the side navigation give you a complete overview of all the projects, proposals, contracts, invoices, and files that have ever been shared with this person. You can also create new projects, invoices, files, and contracts by visiting each page.
B - Contact Type
Easily change a person's contact type as your relationship with them changes.
C - Chat
Start a new chat message, or go to an existing chat thread, with this contact.
D - Edit
Edit your client's information.
E - Menu/Delete
Hidden behind a screen of security, is the function to delete a contact.
F - Tool Widgets
While the side navigation shows you everything you've ever created with a contact, the widgets show you the most recent items.