Difference between revisions of "Contact"

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A Contact is linked to an Organisation/Person (as the person who "received" the contact) and a User (as the person who "did" the contact).
 
A Contact is linked to an Organisation/Person (as the person who "received" the contact) and a User (as the person who "did" the contact).
  
Each Contact has various attributes that you can report on later - among them:
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Each Contact has various attributes that you can report on later - such as:
  
 
* Date
 
* Date
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 17:16, 31 August 2017 (BST)
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[[Category:Glossary]]
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[[Category:Glossary]
 

Latest revision as of 13:13, 1 May 2024

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Contacts are a fundamental part of the system. The most common way of logging the fact that you've done something with or for someone is to "Record a Contact" with that person. You do this using the Record a Contact Screen. When you save the information that you enter on that screen, a Contact is created, and linked to that person. (You can also create an Action on the Record a Contact Screen.)

Contacts are individual records of work done. They are grouped together in Referrals - every Contact is created linked to a Referral, and a Contact can't be linked to more than one Referral. When you "Record a Contact", that Contact is either created to link to a Referral that already exists, or if it's the first Contact in a new Referral, the Referral is created automatically. Each Referral is linked to one Project, so each Contact within that Referral is linked to that Project.

A Contact is linked to an Organisation/Person (as the person who "received" the contact) and a User (as the person who "did" the contact).

Each Contact has various attributes that you can report on later - such as:

  • Date
  • Time
  • Duration
  • Contact Method
  • Details of contact (this is a piece of text entered by the user)

...plus many more. You can choose which of these should be mandatory for a user to enter on the Record a Contact tab of Project Details. You can choose, for each Project, how the Contacts that link to that Project should be captured.