Follow

Contact Overview: Contact Card

Your contact's Overview screen contains a Contact Card section for the contact. Below is an example of this section: 

contact_card_archive.png 

The Contact Card includes all Phone Numbers, Internet Addresses, Physical Addresses and Social Media Addresses that you've entered for a Contact.  Internet Addresses can be clicked to send emails or view websites, and Social Media addresses can be clicked to visit those social profiles.

To add any of these fields for a contact, just click the Add button at the top of the Contact Card and select what you want to add

Screen_Shot_2019-09-06_at_3.11.45_PM.png 

Though the dialogs for adding a Phone Number, Email Address, Website Address, Physical Address or Social Media address are all different, an example below of adding a Physical Address should give you an idea of how you'd go about adding any of these. Let's take a look at what you'd see if you clicked Address from the Contact Card Add menu above: 

Screen_Shot_2019-09-06_at_3.13.07_PM.png 

If you click inside the Address Type box, you'll be presented with different Address Types from which to choose. All of the fields from Country down through Zip are self-explanatory. In the Custom Title box, you can type in whatever name you would like and it will show up in the place of the Address Type on the Contact Card when you save (in our first screenshot in this post with a completed Contact Card, you can see how this works in several places, such as "Summer Home" and "Tony's Cell Phone," both of which are Custom Titles). You can also complete the "Long Description" field for any of these if desired, which will always be accessible by clicking the contact method's Type (or Custom Title).

You can also indicate whether the Address is the contact's Primary and/or Preferred Address. Primary designates which Phone Number, Email Address or Home Address is the one the client primarily uses should they have multiple of any of those. Preferred designates which method of communication the client prefers.  Note: when an address is indicated as Primary, its Type will display in bold on the Contact Card. When an address is indicated as Preferred, the address itself will display in bold on the Contact Card.

Once you're done, click Add Address.  Your new Address will then be displayed in the record's Contact Card.

While your fields for completion will be different for Internet, Phone Numbers or Social Addresses, the process is the same.

To edit anything within the Contact Card, just click its corresponding Actions icon and you'll see options to edit, delete or perform other actions:  

conyellow.png

The "Archive Address" option allows you to hide an old address that is no longer in use, but preserve it within your database should you need to look back on it in the future. This is particularly relevant for users of Redtail’s Email Archiving, as historical emails for old email addresses will continue to display in Email History, even when those old email addresses are hidden from the Contact Card.

Note as well the "show archived" option at the bottom of the Contact Card:

 

showarch.png

That's the link you'll click, should you want to view any archived Contact Card data in the future.

Was this article helpful?
1 out of 2 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk