...
This tab contains most of the basic information about the contact, in particular how to actually contact them. For individuals, it also contains some personal information. This tab is divided into eight areas for individuals, and seven for organizations. These areas are Contact, Role, Contact Type Details, Addresses, Phone Numbers, Email, Website, and Other Details (for individuals only).
Contact
This area is mainly for the contact's name and a couple of other essential details. It contains different information for organizations than for individuals.
For organizations, there are fields for its name, an alternate name for the organization, its hours of operation, its Employer Identification Number, and its Employer Code.
For individuals, there is a button to select the person's gender, and fields for their last name, first name, middle name, and nickname. There are dropdowns for the person's prefix title (e.g. Dr.) and suffix title (e.g. Esq.). There is also a contact-widget dropdown for the organization that employs the person.
Note: The organization must be in your contacts to be chosen as the employer, although if it is not already there when you click on Organization, there is an "Add New Contact" button available that you can click to create the contact.
...
This area is for all cases in the SmartAdvocate system in which this contact has some role. It contains a list of cases in the form of a table, where every row is a separate case, and every column is a separate piece of information about the case. This table is generated automatically by the SmartAdvocate system and no record can directly be added to, edited in, or deleted from this table.
The columns of the table are the case's case number, the case's name, this contact's role in the case, the case type, the date of the case's most recent change in status, the case's current status, and the primary attorney handling the case.
Related Contacts
This area is for other contacts in the SmartAdvocate system that share some sort of relationship with this contact. It contains a list of contacts in the form of a table, where every row is a separate contact, and every column is a separate piece of information about the contact. Contacts can be added to this list, edited, and removed from this list.
The columns of the table are the related contact's name, the related contact's relationship to the main contact, and the related contact's physical address, email address, and phone number. There is also a column for the actions that can be taken on each related contact.
The action column contains two icons: a pencil, which opens an Add/Update Related Contact Panel allowing you to edit the associated related contact; and a red X, which allows you to delete the record (there will be a confirmation message first to prevent accidental deletion).
The Related Contacts area also has two buttons at the top left. Add/Link Employee opens an Add/Update Related Contact Panel with "Employee" preselected, and unchangeable, in the relationship field. Link/Add Related Contact opens an Add/Update Related Contact Panel with nothing filled out, allowing you to add any type of related contact. Both allow you to choose from existing contacts or add a new contact.
If an individual contact has an employer listed, that organization will be listed under Related Contacts.
| Anchor | ||||
|---|---|---|---|---|
|
This area is for notes about the contact. It contains a list of notes in the form of a table, where every row is a separate note, and every column is a separate piece of information about the note. Notes can be added to this list, edited, and removed from this list.
The columns of the table are the date of the note, the name of the staff member who created the note, the text of the note, the type of note it is (which will always be Contacts), and the priority level of the note. There is also a column for the actions that can be taken on each note.
The action column contains two icons: a pencil, which opens the Edit Note Panel allowing you to edit the associated note; and a red X, which allows you to delete the record (there will be a confirmation message first to prevent accidental deletion).
The Notes area also has a button at the top left labeled Add New Note that opens the Edit Note Panel allowing you to create a new note.
If there are any notes in this area, the Notes tab will include the number of notes in parentheses after the word "Notes."
...
To save any changes you have made to the contact card and close it, click the Save button in the lower right of the contact card screen. To discard changes and close the contact card, click the Cancel button. The Save and Cancel buttons are accessible from any of the four tabs. Note: some changes are saved separately from the Save button and thus cannot be undone by the Cancel button either. These include, but may not be limited to, edits/additions of addresses, phone numbers, email addresses, and websites.