The Contacts area provides centralized tools for managing all individuals and organizations connected to the firm. Users can search and access contact records through the Contact Centre, or create and update records using the Contact Management interface. This ensures consistent, accurate, and organized contact information across all firm workflows.
| Contact Centre | Contacts |
¶ 1. Contact CentreA centralized workspace for viewing, searching, and navigating all firm contacts. |
¶ 2. Contact (Add / Edit )A structured interface for creating new contacts or updating existing records, including communication details, roles, and SMS configuration. |
It provides a clear entry point for users and a structured foundation for your Knowledge Base.
|
┌──────────────────────────────────────┐ │ Contacts Area │ └───────────────────┬──────────────────┘ │ ▼ ┌──────────────────────────────┐ │ Contact Centre │ └──────────────┬───────────────┘ │ ▼
│ ▼
│ ▼ ┌──────────────────────────────────────┐ │ Contact Management Interface │ └──────────────┬──────────────┬────────┘ │ │ ▼ ▼
│ │ ▼ ▼
│ ▼
|