Contact Summary

In ContactsLaw, the contact summary tab 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.