You can set up and maintain contacts when processing client records or can select Contacts directly. Enter full identification and reference information for each client, together with relevant notes and other details. You can also view and maintain a contact’s actions from here.
After selecting the view, matching contacts are listed. You can change the search to locate different contacts. Refer to Searching and Filters for information about this processing.
You can then select:
- Add to create a contact record.
- Create Data Template to add a record with spreadsheet format that can then be used as a basis to create actual activity records
- Import Data to import and load activity data from a spreadsheet file.
You can also scroll through this list and click 
then:
|
Open |
to access the contact record. |
|
Clone |
creates a contact with the same general details as the selected one. You must specify a code for this entry and can change other details. |
|
Delete |
to clear the contact, after confirmation. |
|
Client name |
to amend the client record. |
| Audit | to track any changes made. |