12. Contacts

12. Contacts

Contacts are any individuals or organisations that have a link to a person or property. This can include social workers, care workers, solicitors, landlords, etc.

Adding a new contact

After clicking the Add New Contact button a blank form is displayed to allow the entry of the new contacts details.

 

The mandatory fields that need to be completed before you can save a new contact will depend on your specific system configuration.

Item
Details

Displays a list of all addresses that match the entered postcode
Business address
If the postcode lookup identifies the selected address as a business then this field is set automatically

Displays a map showing the properties location. This is only available if the address has been completed through the address lookup function

Communication preferences

Before a new contact can be saved their preferences need to be set so they can receive communication from the system. 


Item
Details
Email address
Enter the email address that all emails will be sent to
No email address
Tick this box if the contact does not have an email address
Communication preferences
Tick the route that the contact would like to be contacted through.
If Email is selected all comms messages will sent as emails automatically by the system.
If Post is selected all comms messages will be generated as PDFs that can then be downloaded, printed and then posted.

Notes & Actions

Displays all Alerts, Notes and Actions assigned to the Contact. Further details on the functionality can be found here - 5. Notes, Alerts & Actions.

Comms centre

The system currently only support Comms messages being sent to Contacts via a Person record or a Case/application.

A contact needs to be linked to a Person and then they can be selected as a recipient when sending a Comms message from that record, or any case that they are associated with. 
A comms message can be sent to any Contact linked to a Person, either directly from a Person record or from a Case or application that they are linked to.

Files

Displays all Files linked to the Contact. Further details on the functionality can be found here - 24. Files. 

History

All history related to the contact is displayed on this tab. 


Item
Details

Jump to a specific month

Filter the list to show a different selection of events

Contacts list

The Contacts option in the explorer displays a list of all the contact records in the system.


The list can be configured to show fields from the Contact table. There are a number of special calculated fields associated with Contact records that can be added to lists. Details of these fields can be found in Appendix I - Special/calculated fields

 





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