Clicking the view button of a contact in a search result, or the view/contact link next to a calendar event, will bring you to the (1) contact details tab. Here you are initially presented with both contacts (when there is a secondary contact) and another set of tabs.

5.1 Transaction History

The (2) Transaction History tab provides a list of loans the system has on file at your company based on the product de-duplication rules used elsewhere.

Clicking on the (3)  Map button will load a page where you can view the location of the address.

5.2 Basic Edit

Clicking any of the (4)  Edit buttons will enable the fields for editing.

Clicking (5) Save will update only the respective fields leaving, the others to be updated and saved independently.


5.3 Contact Basics

The (6) Contact Basics tab allows you to change the current status of a contact to one of a number of pre-defined statuses.
You are free to switch between Corporate/Branch ((7) Company) and LO((8) Personal) statuses via the radio button. Selecting a new status and clicking (9) Update will update the current contact's status.

Clicking the (10) Status History header will display the time stamped log of status changes over time.


5.4 Contact Rules

The (11) Contact Rules tab provides a shortcut way to set or un-set Do-Not-Mail, Email and Call. Checking these boxes will immediately effect your contact's information, and the options to schedule calls, emails and printed mail are disabled.


5.5 Communications History

The (12) Communications History tab displays all the Automated Program and Custom Campaign pieces that have ever been sent to these contacts. Each Activity is a hyperlink to a PDF sample of the piece.

5.6 Calendar

The (13) Calendar tab provides you with the means to view all events relating to these contacts. By default, the calendar is not displayed. It adds a considerable weight to the page but contains some very useful information. You must select a year and click the (14) Display button in order for the calendar to be processed and displayed.

Each day in the upper calendar is a link to a day in the lower one. This calendar only displays events that relate to the selected contact(s).

Note: When you mouse-over a day in one calendar, the same day in the other calendar will automatically be highlighted.

5.7 Actions

The (15) Actions tab presents a third level of tabs that allow you to record and schedule calls, emails and printed mail. You are initially presented with filterable (16) Notes.

5.7.1 Notes / To-Do

Checking/unchecking the note type checkboxes will dictate what gets displayed. All dates and times are adjusted to the current user's time zone.

Clicking (17) new note will load a text editor, where you can create your own note.

The color of the note background is significant. If it is a light gray, the creation or event date/time is in the past. If it is yellow (as above), the creation or event date/time falls within the current hour. If it is white, the creation or event date/time is in the fut

5.7.2 Phone

The (18) Phone tab allows you to schedule and record phone calls. 

There are primary and secondary contacts, both with at least one phone number, then the Caller list contains both contacts and the Caller # field is a superset of primary and secondary contact phone numbers. You are free to leave the options at "unspecified" if you doesn't wish to be specific.

The download link, on each line of the listed tasks, allows you to download a calendar entry to insert into your own calendar.

5.7.3 Email

In the (19) Email tab, where there are primary and secondary contacts, both with email addresses, the "To:" section list includes both contacts, a combined option (send to both) and the ability for the LO to be CC'd.

5.7.4 Printed Mail

The (20) Printed Mail tab is currently in production.

 

6. Preferences

The (21) Preferences tab is intended to be a place for displaying various options and settings that are used elsewhere in the Contact Management system.

Here you can create new statuses and update and delete existing ones. Currently, a status is tied to a list of contact types in order to provide support for preventing you from applying an inappropriate status to a contact. One might then hang events on status updates, or perhaps a status might represent an activity series so that when a contact has their status updated any existing automated output is stopped and the new activity series begins.