# Reading a profile page

> A SkedX CRM profile page shows the person’s details and custom fields on one side, with tabs for their timeline, conversations, deals, tasks and notes. Actions such as edit, tag, assign and message live at the top of the page.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product

Open any profile and everything about that person is one glance away. Here’s the map.

## Step 1: The header — who and what state

Name, how to reach them, their tags, and who owns the profile. The action buttons (edit, message, more) live here too.

## Step 2: The details panel

Their standard fields plus every **custom field** your org has added. Click a value to edit it in place.

## Step 3: The timeline

Everything that happened, newest first — messages, notes, calls, emails, status changes, tasks. This is the answer to “what’s the story with this person?” An email whose text was never kept (one sent before your history came into SkedX, for example) shows its subject, who it went to and whether it was sent or opened — there is no thread to open. A status change reads by **your own status names**, from the old one to the new one — “Demo Conducted -> Not Qualified” — so renaming a status renames every line that used it. An email SkedX sent or received opens its thread with **Read thread**. Pick **Calls** above the timeline for the calls alone, with how many were answered and how long you talked — in seconds when it was under a minute.

## Step 4: Conversations, deals and tasks

Tabs for each. A conversation opened from here shows the same thread your team sees in SkedX Flow.

## Common questions

### A status line shows a code like “status_muu50wf6” instead of a name

That was a fault, fixed on 9 Oct 2026: every status line now reads by the name in your statuses list. If a line still shows a code, that value is no longer in your list — add it back to your statuses list — see **Change the statuses of a profile** below.

### An email line will not open

Its text was never kept — only that it was sent, opened or not delivered. The line is the whole record. Emails sent or received in SkedX always open their thread.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- What is a profile?: https://skode.ai/help/crm/profiles/what-is-a-profile/
- Add your own fields to profiles: https://skode.ai/help/crm/profiles/custom-fields-on-profiles/
- Profiles and your Flow inbox: https://skode.ai/help/crm/profiles/profiles-and-conversations/
- Reminders and follow-ups: https://skode.ai/help/crm/profiles/profile-reminders-and-follow-ups/
- Add an enquiry by hand: https://skode.ai/help/crm/profiles/add-an-enquiry/
- Choose where deals start on your stages: https://skode.ai/help/crm/profiles/choose-where-deals-start/
- Lead Info, the top box and the Revenue tab: https://skode.ai/help/crm/profiles/lead-info-top-box-and-revenue-tab/
- Pop-ups: open the right form the moment something happens: https://skode.ai/help/crm/profiles/pop-ups-the-right-form-at-the-right-moment/
- Find a field on a record: https://skode.ai/help/crm/profiles/find-a-field-on-a-record/
- Move a record through its stages: https://skode.ai/help/crm/profiles/move-a-record-through-its-stages/
- Sort a list by any column: https://skode.ai/help/crm/profiles/sort-a-list-by-any-column/
- Change the statuses of a profile: https://skode.ai/help/crm/profiles/change-the-statuses-of-a-profile/
- When an email is not delivered: why, and what to do: https://skode.ai/help/crm/inbox/when-an-email-is-not-delivered/
- Go to the next enquiry without going back to the list: https://skode.ai/help/crm/profiles/go-to-the-next-enquiry/
- The Activity log on a record: read it, search it, write in it: https://skode.ai/help/crm/profiles/use-the-activity-log-on-a-record/

Source: https://skode.ai/help/crm/profiles/the-profile-page/