Keep the customer beside the conversation

The context panel shows the linked Lead or Customer, recent Jobs, and available documents without covering the message timeline.

Choose Link a record, search by name, phone, email, job, or reference, and select the matching Lead, Customer, or Job. Fieldiz updates the conversation identity and keeps future messages with that record. Search results always follow your Assigned, Team, or All access.

Create a Lead from a new conversation

If the contact is a new opportunity, choose Create lead from conversation. Fieldiz carries the visible name, phone, and email into the Lead form, then links the new Lead back to the conversation.

Continue the work

Use the context actions to open the full history or start the next permitted Job, Estimate, or Invoice. The message timeline stays available while you review the customer context.