Communication: Difference between revisions

Latest revision as of 15:12, 3 December 2024

In ContactsLaw, the term communication describes the various methods by which a contact can be reached, their preferences and whether they inherit any such details from related contacts.

Telephone

ContactsLaw uses the location of the business to automatically format, simplify and expand telephone numbers you enter.

You can assign a particular label to any telephone number, either selecting from a predefined type or providing your own description.

Clicking on a telephone number hyperlink in the Desktop App will start a new outgoing call (if telephony integration is enabled). You can right-click the link for additional options, such as explicitly controlling whether time is recorded for the call.

Facsimile

Fax numbers benefit from the same features as ordinary telephone numbers.

Clicking on a fax number in the Desktop App will create a document using the configured fax template.

Email

Communicating with contacts via email provides access to the widest number of features in ContactsLaw and is the most convenient and streamlined method.

Clicking on an email address in the Desktop App will create a document using the configured email template.

Website

ContactsLaw also captures the websites (URLs) of your contacts. This is particularly useful for banks, creditors, and other organisations your practice does business with.

Preferred Entries

Often, several entries of a given type (e.g. Telephone) will be stored against a contact, you can mark the one which is preferred. When communications are leveraged by templates and other features, the preferred entry is always selected first.

Inheritance

You can inherit communication entries from any related contact. The inherited details will remain stored against the contact until the relationship is changed or removed. Any changes to the related contact's details will be reflected in the inherited details.

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-In ContactsLaw, the term "communication" describes a contact's various methods of communication, their preferences, and whether they inherit any such details from related contacts.
+In [[ContactsLaw]], the term '''communication''' describes the various methods by which a [[contact]] can be reached, their preferences and whether they inherit any such details from related contacts.
 == Telephone ==
-* '''Formatting:''' ContactsLaw uses information about the practice's location to automatically format, simplify, or expand telephone numbers you enter.
+ContactsLaw uses the location of the [[business]] to automatically format, simplify and expand telephone numbers you enter.
-* '''Labeling:''' You can assign a particular label to any telephone number, either selecting from a predefined type or providing your own description. Some labels have a special meaning within the system. For example, a contact will automatically inherit its associated entity's 'Business switch' number during contact creation.
-* '''Hyperlink Actions:''' Clicking on a telephone number hyperlink will start a new outgoing call (if telephone integration is configured). You can right-click the link for additional options, such as explicitly controlling whether the call is journalled.
+You can assign a particular label to any telephone number, either selecting from a predefined type or providing your own description.
-[[File:Communications - Telephone.png|none|thumb|500x500px]]
+Clicking on a telephone number hyperlink in the [[Desktop App]] will start a new outgoing call (if [[Telephony Integration|telephony integration]] is enabled). You can right-click the link for additional options, such as explicitly controlling whether [[Time Record|time]] is recorded for the call.[[File:Communications - Telephone.png|none|thumb|500x500px]]
 == Facsimile ==
-* '''Features:''' Fax numbers benefit from the same features as ordinary telephone numbers.
+Fax numbers benefit from the same features as ordinary telephone numbers.
-* '''Document Creation:''' Clicking on a fax number will start the document creation activity and select the practice's default fax template.
+Clicking on a fax number in the [[Desktop App]] will [[Create Document|create]] a document using the [[Template Configuration|configured]] fax [[Document Template|template]].
+== Email ==
+Communicating with contacts via email provides access to the widest number of features in ContactsLaw and is the most convenient and streamlined method.
-== E-mail ==
+Clicking on an email address in the [[Desktop App]] will [[Create Document|create]] a document using the [[Template Configuration|configured]] email [[Document Template|template]].[[File:Communications - Email.png|none|thumb|500x500px]]
-* '''Features:''' Communicating with contacts via e-mail provides access to the widest number of features in ContactsLaw and is the most convenient and streamlined method.
-* '''Document Creation:''' Clicking on an e-mail address will start the document creation activity and select the practice's default e-mail template.
-* '''Advantages:''' Two distinct advantages of composing e-mails in ContactsLaw are the ability to automatically attach enclosures, as well as on-the-fly conversion to PDF (for selected document formats).
-[[File:Communications - Email.png|none|thumb|500x500px]]
 == Website ==
-* '''Capture:''' ContactsLaw also captures the web addresses of your contacts. This is particularly useful for banks, creditors, and other organizations your practice does business with.
+ContactsLaw also captures the websites (URLs) of your contacts. This is particularly useful for banks, creditors, and other organisations your practice does business with.[[File:Communications - Personal Website.png|none|thumb|500x500px]]
-[[File:Communications - Personal Website.png|none|thumb|500x500px]]
-== Preferred Telephone Number ==
+== Preferred Entries ==
-* '''Marking Preferred Numbers:''' Often, several telephone numbers will be stored against a contact. You can mark the number which is preferred. When calling the contact, ContactsLaw will suggest this number first.
+Often, several entries of a given type (e.g. Telephone) will be stored against a contact, you can mark the one which is preferred. When communications are leveraged by [[Document Template|templates]] and other features, the preferred entry is always selected first.
-== Preferred Method of Written Communication ==
+== Inheritance ==
-* '''Specification:''' ContactsLaw allows you to specify whether a contact prefers to receive correspondence by fax, e-mail, or post. For the former two methods, you can nominate a preferred number/address.
+You can inherit communication entries from any related contact. The inherited details will remain stored against the contact until the relationship is changed or removed. Any changes to the related contact's details will be reflected in the inherited details.
-* '''Inheritance:''' You can inherit the communication details from any related contact. The inherited details will remain stored against the contact until the relationship is changed or removed. Any changes to the related contact's details will be reflected in the inherited details.
+[[Category:Contacts]]