In order to view a contact record, first Search for the Contact and then click on 'View.' You will then be presented with that Contact's record, which will look similar to the below image.


Making the Contact Inactive/Active

Beside the Contacts name, you will see the status of this Contact is 'Current'. If you no longer need/use this contact you can set them to 'Non-Current', and they will no longer appear in the search results. To do this you first need to click on 'Edit'. You will then see the window below, where you first need to uncheck the 'In Use' box and then click 'Update'.

To make a contact 'Active' again, follow the same steps, but make sure to re-check the 'In Use' box and select 'Update.'


View Clients

You can view the clients linked to a contact by clicking on the 'Clients' tab. This will populate a list of all of the clients linked to a contact.


View and Add Documents

To view document history or add a new document, first click on then 'Documents' tab.

You will then be able to attach new documents, by either clicking on or dragging files into the area. You will also see the existing documents, you have uploaded, and can View, Rename and Delete them

Did this answer your question?