Who This Is For / When to Use
Use this guide if you:
Manage contacts daily in Kyrios
Need to understand every section of a contact record
Want to process payments, subscriptions, or invoices from a contact
Need to manage duplicates, associations, or cards on file
Overview of a Contact Record
Each contact record is divided into three primary sections:
Contact
General Info
Additional Info
Clicking any contact opens their full profile with history, activity, and actions.
Contact Section
The Contact section stores core personal details collected for the contact.
Includes:
First Name
Last Name
Email
Phone
Date of Birth
Contact Type
Source
General Info Section
The General Info section stores business and location-related information.
Includes:
Business Name
Street Address
City, State, Postal Code
Country
Website
Time Zone
Additional Info Section (Custom Fields)
Additional Info contains all custom fields created for contacts.
This section is fully customizable and commonly used for:
Intake questions
Compliance acknowledgements
Insurance or qualification data
Customizing Contact Tabs and Fields
By default, Kyrios provides three tabs: Contact, General Info, and Additional Info. These tabs can be customized.
Steps:
Navigate to Settings
Open Custom Fields
Click Folders
Add, move, or delete fields inside folders
Opportunities Displayed on Contact Records
All opportunities linked to a contact appear directly on the contact record.
You can view:
Primary opportunities
Additional opportunities
Pipeline and stage status
Right Sidebar Overview
The right sidebar gives quick access to engagement and records related to the contact.
Tabs include:
Activity
Tasks
Notes
Appointments
Documents
Payments
Associations
Activity Tab
The Activity tab shows every interaction the contact has had with Kyrios.
Includes:
Form submissions
Page visits
Appointment bookings
Contact creation events
Tasks Tab
The Tasks tab shows all pending and completed tasks for the contact.
You can:
Assign tasks to users
Set due dates
Mark tasks complete
Notes Tab
Notes allow you to store internal context about the contact.
Use notes to:
Capture relationship details
Log important background information
Share internal-only comments
Appointments Tab
The Appointments tab shows all scheduled and completed appointments.
You can:
View appointment status
Edit appointments
Delete appointments
Documents Tab
The Documents tab centralizes all files related to the contact.
Includes:
Internal files
Sent documents
Received documents
Associations
Associations link contacts to other contacts or companies using relationship labels.
Examples:
Parent – Child
Spouse
Manager – Employee
You can add up to 10 associations per contact.
Creating Contact Associations
Steps:
Open a contact record
Click Associations
Select Add
Choose a contact and relationship label
Save
Payments Overview
Payments can be fully managed from the contact record.
Available actions:
Add Card on File
Charge Now
Create Subscription
Create Invoice
Manage Cards
Adding a Card on File
Add a card for future charges or subscriptions.
Steps:
Click the $ icon
Select Add Card on File
Enter card details
Choose Test or Live mode
Save
Charging a Contact Immediately
Steps:
Click Charge Now
Enter amount and description
Select an existing card or add a new one
Confirm charge
Creating a Subscription
Subscriptions can be created directly from the contact.
Features:
Future billing start dates
Saved or new cards
One-time setup fees
Creating an Invoice
Invoices auto-fill contact details.
You can:
Add items
Apply discounts
Add taxes
Set due dates
Managing Cards on File
Manage, view, or delete saved cards.
Access:
Contact record
$ icon
Actions > Manage Cards
Deleting Cards on File
If a card is:
Not linked to a subscription: standard confirmation appears
Linked to an active subscription: warning is shown before deletion
Managing Duplicates
Kyrios includes a duplicate detection and merge tool. Use the Find Duplicates option in the Contacts menu to start.
You can find duplicates by:
Email
Phone
Name
Merging or Rejecting Duplicates
For each duplicate set, you can:
Merge records
Reject an email address
Manually resolve
Merged records combine all related data into one master record.
Filters and Advanced Search
Filters help you quickly locate contacts.
You can filter by:
Standard fields
Custom fields
Tags
Do Not Disturb (DND) Settings
Control which channels a contact can be contacted through.
Available options:
Email
Text Messages
Calls & Voicemail
Inbound Calls and SMS
FAQ
How can I view a contact’s full profile?
Click on any contact record to open their full profile with details, history, and actions.
Can I customize the tabs in a contact record?
Yes. Navigate to Settings > Custom Fields > Folders to add, move, or remove fields.
How do I process a payment for a contact?
Click the $ icon, select Charge Now, choose a card, and confirm the charge.
Where can I manage cards on file?
Open the contact, click the $ icon, then choose Actions > Manage Cards.
How do I manage duplicate contacts?
Go to Contacts > Manage Duplicates, review matches, and merge or reject as needed.