Contact Management

A detailed tour of the contact record screens.

This is the Contact Card. This is where you will find all of the information about each Contact. Not only basic information like name and address and phone, but also a lot more. Now this screen might look a little overwhelming, but I’ve put just about everything that you would want to have on a Contact Card right here. It’ll give you an idea of what’s possible. Of course, your Contact Record may look different. 

The best way to find a Contact is to use the Sticky Rolodex. Contacts are alphabetically sorted by last name so if you are looking for Lori and Wally Reed, you will just click here on the R tab.

Under Actions, you’ll find the different things you can do for this Contact. You can add this person to ClientTouch, print an envelope, gift label or a letter, or you can send them an email right from here.

Here you’ll find Recent Contacts. These are the people that you have recently accessed in the database. This function allows you to get back to these contacts in a single click. These arrows allow you to scroll through your contacts forward and backwards. Print this contact record by clicking here. 

Over here you’ll find basic demographics like name, spouse, company, address. If we click here on the map, this will bring up Google Maps and show you where this person lives. Here’s home phone, cell phones, and emails. Category, Category 2 and souse is right here. 

Next are Custom Fields that you can use to customize your Contact Card. You set up these Custom Fields right here under Settings. Here we have her birthday and how many people she’s referred to us. 

In the middle here, we have Flags. Flags are different ways to categorize your Contacts. By clicking here, you can add or remove Flags for this Contact, like this. To make any changes in this upper section, simply click edit.

Down here in this section, you have several tabs with additional information about this contact. Here you will find Notes, to-dos, attachments, referrals and more. The number of tabs you use will be determined by your preferences, the order of these tabs can be rearranged. You can also hide tabs that you don’t use. To do that, Click Customize this screen, and then customize tabs. 

On this screen you have the ability to select which tabs you want to work with. You can hide the tabs you don’t use and you can rearrange the tabs you do, like this.

Contact Support

Find help or reach us by phone at 888-903-9933