Contact Summary

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.