> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bigdelta.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record profiles

> View and edit detailed record profiles, including all available tabs and properties.

## Viewing a record profile

<Frame caption="Account profile header showing name, status, contact info, MRR, and key dates">
  <img src="https://mintcdn.com/bigdelta/w_4mSsQqZgXGFgRq/images/guide-features-record-profiles-header.png?fit=max&auto=format&n=w_4mSsQqZgXGFgRq&q=85&s=f1eb7d5ba6f24940eb159877f0e5b4ad" alt="Account profile header showing name, activity status, action buttons, MRR, and key dates" width="2570" height="1362" data-path="images/guide-features-record-profiles-header.png" />
</Frame>

Click any record in a list to open its full profile page. The profile gives you a complete view of everything related to that record.

### Header

The top of the profile page includes:

* **Record name and icon** — The primary identifier for the record
* **Activity status indicator** — Shows whether the record is active or inactive
* **Quick action buttons** — Perform common actions like Send Email and Analyze with AI directly from the header
* **Favorite button** — Click the star icon to save this record for quick access from your Favorites

### Profile tabs

The profile page is organized into tabs. The available tabs depend on the record type.

#### Account tabs

| Tab               | Description                                                                                                                     |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Overview**      | Key metrics, revenue outlook, and recent activity summary                                                                       |
| **Revenue**       | MRR chart, subscriptions, billing history, and transactions. See [Account revenue](/guide/features/account-revenue) for details |
| **Product Usage** | Product usage metrics and activity data                                                                                         |
| **Feedback**      | Customer feedback related to this account                                                                                       |
| **Sent Emails**   | History of emails sent to this account                                                                                          |
| **Details**       | All record properties displayed in an editable grid                                                                             |

#### User tabs

| Tab               | Description                                         |
| ----------------- | --------------------------------------------------- |
| **Overview**      | Key metrics and recent activity summary             |
| **Product Usage** | Product usage metrics and activity data             |
| **Feedback**      | Customer feedback related to this user              |
| **Sent Emails**   | History of emails sent to this user                 |
| **Details**       | All record properties displayed in an editable grid |

#### Company tabs

| Tab                 | Description                                         |
| ------------------- | --------------------------------------------------- |
| **Linked Accounts** | Accounts associated with this company               |
| **Feedback**        | Customer feedback related to this company           |
| **Details**         | All record properties displayed in an editable grid |

#### Subscription tabs

| Tab         | Description                                         |
| ----------- | --------------------------------------------------- |
| **Revenue** | Revenue data for this subscription                  |
| **Details** | All record properties displayed in an editable grid |

#### Feedback tabs

| Tab                  | Description                                         |
| -------------------- | --------------------------------------------------- |
| **Feedback Content** | The feedback content and context                    |
| **Details**          | All record properties displayed in an editable grid |

<Tip>
  The **Overview** tab is a great starting point when reviewing an account. It gives you the most important information at a glance before you dive into specific tabs.
</Tip>

***

## Editing record properties

1. Open a record profile
2. Go to the **Details** tab
3. Click on any editable field to modify it
4. Changes save automatically

<Note>
  Some fields are marked as read-only and cannot be edited directly. These are typically fields that are synced automatically from an integration like your billing system.
</Note>