Contact Summary: Difference between revisions

Latest revision as of 15:02, 3 December 2024

In ContactsLaw, the contact summary summarises the information held by a subscriber about a contact. It is the starting point for all contact-level actions and is designed to present the information in the most concise, relevant manner possible.

The contact summary.

Sections

Contact - The contact's name and other key identifiers. Includes a record of when/how the contact was created.

Correspondence - Shows the greeting/closing used when sending e-mails/letters to the contact, as well as the ability to scroll through the contact's addresses. There is a shortcut provided to open the address in Google Maps.
Communications - Lists all telephone/fax numbers and e-mail/web addresses for the contact, also indicating the preferred method(s) of communication.
Notes - Displays any notes associated with the contact.
Related contacts - Lists all contacts related to the contact and the nature/position of each relationship.
Matters - Lists matters for which the contact is a client.
Financial - Summarises stored financial details for the contact, including their preferred method of payment.
Tags - Lists tags associated with the contact. Click a tag to list other contacts with the same tag.

Clicking any of the section headings opens the relevant editor window.

Actions

New matter - This is the entry point for matter creation.
Export - Provides a mechanism for exporting information about the contact to another application or system.
Delete - Deletes the contact. If there are dependencies preventing deletion, you can merge with another contact.

@@ Line 1: / Line 1: @@
-In ContactsLaw, the contact summary tab summarises the information held by the practice about a contact. It is the starting point for all contact-level actions, and is designed to present the information in the most concise, relevant manner possible.
+{{DISPLAYTITLE:Contact Summary}}
-==Sections==
+In [[ContactsLaw]], the '''contact summary''' summarises the information held by a [[Subscription|subscriber]] about a [[contact]]. It is the starting point for all contact-level actions and is designed to present the information in the most concise, relevant manner possible.[[File:Contact Summary - Contact.png|none|thumb|500x500px|The contact summary.]]
-*Contact - Describes the contact's name, type, CRM data and the most important related contacts, such as associated entity, head office and spouse. Includes a record of when/how the contact was created.
-*Correspondence - Shows the greeting/closing used when sending e-mails/letters to the contact, as well as the ability to scroll through the contact's addresses.
+== Sections ==
-*Communications - Lists all telephone/fax numbers and e-mail/web addresses for the contact, highlighting the preferred method of communication.
+*'''Contact''' - The contact's name and other key identifiers. Includes a record of when/how the contact was created.
-*Notes - Displays any notes associated with the contact. These are short, concise remarks.
-*Related contacts - Lists all contacts related to the contact and the nature of each relationship.
+*'''Correspondence''' - Shows the greeting/closing used when sending e-mails/letters to the contact, as well as the ability to scroll through the contact's addresses. There is a shortcut provided to open the address in [https://maps.google.com Google Maps].
-*Files - Lists the count of active and archived files for the contact, and the 4 most recently updated files.
+*'''Communications''' - Lists all telephone/fax numbers and e-mail/web addresses for the contact, also indicating the preferred method(s) of communication.
-*Identification - Summarises any identification documents held/cited for the contact.
+*'''Notes''' - Displays any notes associated with the contact.
-*Financial - Summarises stored financial details for the contact, including bank account numbers and their preferred method of payment.
+*'''Related contacts''' - Lists all contacts related to the contact and the nature/position of each relationship.
+*'''Matters''' - Lists [[Matter|matters]] for which the contact is a client.
+*'''Financial''' - Summarises stored financial details for the contact, including their preferred method of payment.
+*'''Tags''' - Lists tags associated with the contact. Click a tag to list other contacts with the same tag.
+Clicking any of the section headings opens the relevant [[Contact Editor|editor]] window.
 ==Actions==
-*New file - This is the entry point for file creation.
+*'''New matter''' - This is the entry point for [[How-To:Matter|matter creation]].
-*Relationships - Displays contacts related to the contact (either directly or indirectly through other contacts) in a graphical manner.
+*'''Export''' - Provides a mechanism for exporting information about the contact to another application or system.
-*Export - Provides a mechanism for exporting information about the contact to another application or system.
+*'''Delete''' - Deletes the contact. If there are [[Dependency|dependencies]] preventing deletion, you can merge with another contact.
-*Delete - Deletes the contact from the system, or displays a list of reasons why the contact cannot be removed.
+{{DEFAULTSORT:Contact_Summary}}
+[[Category:Contacts]]