Contact Summary: Difference between revisions

Revision as of 15:50, 5 June 2024

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.

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.

CRM - Includes a record of their historical code, date of brith, date of death, occupation, industry and referral souce.
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.
Communications - Lists all telephone/fax numbers and e-mail/web addresses for the contact, highlighting the preferred method of communication.
Notes - Displays any notes associated with the contact. You can add and edit a note on each contacts.
Related contacts - Lists all contacts related to the contact and the nature/position of each relationship.
Financial - Summarises stored financial details for the contact, including their preferred method of payment and expense account.
Tags- Lists of tags related to the contact.

Actions

New file - This is the entry point for file 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.
Delete - Deletes the contact from the system, or displays a list of reasons why the contact cannot be removed.

@@ 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.
-==Sections==
+=='''Sections'''==
-*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.
+*'''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]]
-*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.
-*Communications - Lists all telephone/fax numbers and e-mail/web addresses for the contact, highlighting the preferred method of communication.
+*'''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]]
-*Notes - Displays any notes associated with the contact. These are short, concise remarks.
+*'''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]]
-*Related contacts - Lists all contacts related to the contact and the nature of each relationship.
+*'''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]]
-*Files - Lists the count of active and archived files for the contact, and the 4 most recently updated files.
+*'''Notes''' - Displays any notes associated with the contact. You can add and edit a note on each contacts. [[File:Notes.png|none|thumb|500x500px]]
-*Identification - Summarises any identification documents held/cited for the contact.
+*'''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 bank account numbers and their preferred method of payment.
+*'''Financial''' - Summarises stored financial details for the contact, including their preferred method of payment and expense account.[[File:Financial.png|none|thumb|500x500px]]
+*'''Tags'''- Lists of tags related to the contact.[[File:Tags.png|none|thumb|500x500px]]
 ==Actions==