Contact: Difference between revisions
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Contacts are created within a particular [[subscription]] and are shared across all [[business|businesses]]. | Contacts are created within a particular [[subscription]] and are shared across all [[business|businesses]]. | ||
= Contact Types = | == Contact Types == | ||
At minimum, every contact is either an individual or an entity. You can add additional contact types to imbue special behaviour: | At minimum, every contact is either an individual or an entity. You can add additional contact types to imbue special behaviour: | ||
== Individuals == | === Individuals === | ||
* <strong>Judicial Officer</strong> - A judge, magistrate or other judicial officer that can be assigned role(s) on a matter. | * <strong>Judicial Officer</strong> - A judge, magistrate or other judicial officer that can be assigned role(s) on a matter. | ||
* <strong>Lawyer</strong> - A practising lawyer that can be assigned as the representative of a [[Matter:Party|party]] on a matter. | * <strong>Lawyer</strong> - A practising lawyer that can be assigned as the representative of a [[Matter:Party|party]] on a matter. | ||
== Entities == | === Entities === | ||
* <strong>Bank</strong> - A financial institution in which [[Account|accounts]] may be held. | * <strong>Bank</strong> - A financial institution in which [[Account|accounts]] may be held. | ||
* <strong>Court</strong> - A judicial body which determines the jurisdiction of a matter. | * <strong>Court</strong> - A judicial body which determines the jurisdiction of a matter. | ||
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* <strong>Trust</strong> - A trust or estate. | * <strong>Trust</strong> - A trust or estate. | ||
= Properties = | == Properties == | ||
A contact may have the following properties: | A contact may have the following properties: | ||
* Name(s), including historical names (e.g. maiden name, former business names, etc) | * Name(s), including historical names (e.g. maiden name, former business names, etc) | ||
Revision as of 17:26, 10 July 2023
A contact is a representation of either an individual (natural person) or an entity (company, sole trader, court, etc) in ContactsLaw.
Whenever you need to draw upon information relating to a person or business; for example, when creating a matter or requesting a payment, you create a link back to the contact. Changes made on the contact will propagate through to all linked items automatically. This allows for maximum re-use of information.
Contacts are created within a particular subscription and are shared across all businesses.
Contact Types
At minimum, every contact is either an individual or an entity. You can add additional contact types to imbue special behaviour:
Individuals
- Judicial Officer - A judge, magistrate or other judicial officer that can be assigned role(s) on a matter.
- Lawyer - A practising lawyer that can be assigned as the representative of a party on a matter.
Entities
- Bank - A financial institution in which accounts may be held.
- Court - A judicial body which determines the jurisdiction of a matter.
- Law Firm - A law firm, practice or other entity that can be assigned as the representative of a party on a matter.
- Trust - A trust or estate.
Properties
A contact may have the following properties:
- Name(s), including historical names (e.g. maiden name, former business names, etc)
- Gender
- Date of birth/death
- Occupation/industry group
- Referral events
- Communication entries (telephone, email address, etc)
- Addresses and correspondence preferences
- Notes
- Related contacts, including details about the nature of each relationship
- Financial details (bank details, etc)
- Tags