In this article, you will learn more about contact records and the different types of information they contain.
To access a contact record, search for its name in the 'Global Search Bar' and click on the matching result, as per the screenshot below.
By default, the contact record will open to display its 'Overview' tab.
This tab will display all of the participant panels configured for the specified participant type.
This tab displays all of the matters that the contact record is associated to. This list functions like any other list view, and the default filter is set to only display open/active matters. You can clear this filter to see all the matters this contact record has ever been associated to, even the closed matters.
On this tab, you are able to add notes against the contact record. These notes behave like file notes, except are not associated to any matter in particular, but rather the contact record itself.
If there are any notes loaded against a contact record, it cannot be deleted until the notes are deleted.
On this tab, you can upload documents to be stored against the specified contact record. This may include employee agreements or medical files.
This section lists all of the roles that have been assigned to this contact record. Roles help to categorize contact records for the purposes of searching and filtering. Also, they can be used to configure permissions if the specified contact record belongs to a 'System User'.
On this tab, you can optionally enable debtor/creditor preferences for the specified contact record. Through these preferences, you can set payment terms specific to the client, along with credit limits and bank account numbers.
Additionally, you can set rate sheet overrides for the specified client.
This section will only be relevant if the contact record has been created for a 'System User'. It will list all of the logins that this contact record has been associated to.
This section lists all of the portals that the specified contact record has been granted access to.
This section will only be relevant if you are using marketing activities, and lists all marketing and sales activities that the specified contact record has been associated to.