Content Manager 23.4 Content Manager

Attaching a Contact

Use this function to record contact details for a record(s).

This could be the person or organisation that wrote the document or the intended recipient of the document.

Contacts and Organisations are Location types and are both created in the same way

A Contact can be either an internal or external Location:

Attach internal Locations as Contacts when a document is created within your organisation
Attach external Locations as Contacts when a document is created by another organisation.

You can attach multiple Contacts to a record.

NOTE:

You can only add or remove a Client Location by using the right-click - Locations commands.
However, if the Location has been used to create the record title (Client titling), then you cannot remove the Client Location from the record this way. You can change the Client using the record's Properties - General tab.
When a record is created using Client titling, its Contact type field in the attached Contact details on the record's Contacts tab is deactivated and contains the word Client.
Only one Client Location can be added at the time a record is created. If the Record Type is not using Client titling, then the Client Contact type is available to be attached but, although it is possible to add multiple Client Locations, only the default appears in the Client view pane field.
To access the others, you need to go the Contacts tab of a record's Properties.
This is the same behaviour for all Contact types that are showing.
To make a Contact the primary Contact of a record, the Attach Contacts user permission is required
You can customise ten Contact types to suit your requirements.
Once activated, you can attach them to records in the usual manner and search for them using the Other Contacts search method. You can display them in the view pane using the All Contacts option.