Contacts

Contacts

This screen provides a list of all contacts associated with the case.

You may also enter and save any additional survivor, predeceased, or pallbearer text in this tab. This additional information may be used to auto-populate obituaries.

Click "Add Contact" to add a contact. You may edit or delete contacts after they have been added by clicking the icons to the right.

You can mark a Contact's roles by checking the appropriate boxes in each column. Some roles can be marked for multiple Contacts, but the Legal Next of Kin, Primary Buyer, and Informant can only be one Contact. These roles drive information that auto-populates in the system for things like forms and billing.

Note that the Contacts tab maintains any contacts associated with the case, including predeceased. For example, you may want to include the decedent's mother's information for the case- even if she is already dead, you can add her as a contact and check the "PreDeceased" checkbox to mark her as such.

It is possible to collect quite a bit of information about each contact.  Administrator level users can control what data fields to collect via Admin > Screen Customization > Case Management Tabs > Contacts.

If a contact is marked as a Buyer on this screen, you will see a switch on their details page that allows you to switch their invoicing method from paper mail/email. If you choose to send invoices by email, you will see a breakdown of those emails and if/when they were opened in the case's Accounts tab.

If you have our electronic signature option you will also see a toggle for Electronic Signature Method.  Choose Email or In Person.

You may click the Use Client's/Decedent's Address to quickly fill in address information for the contact.

Quick Add

The Quick Add option allows you to enter minimal information for multiple contacts at once. 

Once the contacts are added you can use the contact edit option to add any additional information you need for the contact.

Prior Contact Search

If a contact is associated with a prior client you may use the Prior Contact Search Button to look up the contact details.    You may enter full or partial names as well as a case date range to search.
When you click the Search button any prior clients for the cases matching your search criteria will appear.  You may click the Select button next to the contact and the Contact Add screen will appear and be populated with information from the selected contact. 
You will need to verify that the information is still up to date, enter this contact's relationship to the client, and select applicable roles this contact (other than preceded in death).