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'''==
-*'''Contact''' - Describes the contact's name and the most important related contacts, such as associated entity, head office and spouse. Includes a record of when/how the contact was created.[[File:Contact Summary - Contact.png|none|thumb|500x500px]]
-*'''CRM -''' Includes a record of their historical code, date of brith, date of death, occupation, industry and referral souce.[[File:CRM.png|none|thumb|500x500px]]
+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.]]
-*'''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.[[File:Correspondence.png|none|thumb|500x500px]]
-*'''Communications''' - Lists all telephone/fax numbers and e-mail/web addresses for the contact, highlighting the preferred method of communication.[[File:Communications.png|none|thumb|500x500px]]
+== Sections ==
-*'''Notes''' - Displays any notes associated with the contact. You can add and edit a note on each contacts. [[File:Notes.png|none|thumb|500x500px]]
+*'''Contact''' - The contact's name and other key identifiers. Includes a record of when/how the contact was created.
-*'''Related contacts''' - Lists all contacts related to the contact and the nature/position of each relationship.[[File:Related Contacts.png|none|thumb|500x500px]]
-*'''Financial''' - Summarises stored financial details for the contact, including their preferred method of payment and expense account.[[File:Financial.png|none|thumb|500x500px]]
+*'''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].
-*'''Tags'''- Lists of tags related to the contact.[[File:Tags.png|none|thumb|500x500px]]
+*'''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 [[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]]