Contact Summary

Overview

Updated 07/07/2021

 

The Summary item of the Contact section displays basic information regarding the contact as well as the shortcuts for navigating the section.

 

Contact Info 

Field	Description
Name	Name of the contact.
Title	Title of the position held by the contact.
Main Address	The primary address for the contact.
Record Type	Indicates the type of record attached to the client.
Contact ID	Identification number for the contact.

Customer/Agency Info

Field	Description
Customer Name	Name of the customer to whom the contact is associated.
Department Name	Name of the specific customer department to which the contact is associated.
Branch Name	Name of the specific branch to which the contact is associated.

 

Shortcut

Each shortcut is customizable by right-clicking on a button then selecting an option from the pop-up menu. This menu has the same options as the Actions menu. 

Status

An indicator of the contact's current status - active, inactive, etc.

Contact Method

This group displays active methods to get in touch with the contact.

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