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Touring the Contact Record: What Fields are Most Important [40:58]

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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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Click the link below for more information on each of the features covered in the video:

03:48 - Adding a Photo to a Contact

05:15 - Basic Information

07:55 - Family Name

08:15 - Contact Card

09:44 - Important Information

11:00 - Common Tasks

14:34 - Client Review in Know Your Client

16:38 - Contact Overview: Notes

22:58 - Contact Details

25:43 - One Look Section

29:38 - Site Navigation (Left Menu)

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