Contact Summary
In ContactsLaw, the contact summary 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.
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.