Let’s take a tour of the Contact Record. The Contact Record is the primary source of information in terms of of what is going on in the contact’s life. But, did you know contact records house permissions, memberships, emails, and more? We’ll go step-by-step to show you all the pages within a record so you can pick and choose what’s important to implement for your office!
Topics Covered:
Common Tasks
Contact Card
Contact Details
Contact Navigation
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01:00 - Tracking Client Birthdays
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06:50 - Contact Overview: Contact Card
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10:10 - Contact Overview: Common Tasks
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11:37 - Personal Profile Form
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14:57 - Contact Menu: Know Your Client
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15:33 - Contact Overview: Activities
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18:37 - Contact Overview: Family
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22:23 - Contact Menu: Workflows
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24:56 - Quick Add
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25:20 - Working with Notes
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32:51 - Handling Client Deaths
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44:53 - Contact Menu: Accounts
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45:10 - CRM Document Storage
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47:06 - Contact Menu: Memberships
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47:29 - Contact Menu: Timeline
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