You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Contact Navigation
print icon

Contact Navigation & Contact Name

To access Contacts, you will go to Menu > Contacts. If you choose the drop-down arrow near Contacts, it will display +New Contact, Recent Records, and Recent Lists. By clicking on Contacts in the Menu, you will see a list view of Contacts associated with your firm. You can choose to view your Recently Viewed Contacts, All Contacts, or other lists that have been created by either you or your firm. Each of these lists are searchable, sortable, filterable, and can allow for inline editing. To choose a specific Contact to view the details you need to click on the Contact Name to open the Contact entity.


What's in a Contact?


Contact Updates

In the top right corner of Contact, there are links that help you quickly update the Contact entity you are viewing. Customization of these links, and permissioning of access to these links, can be updated by the System Administrator. Our defaults include:

  • +Follow
  • Change Owner
  • Edit
  • Delete
  • Clone


Highlights Panel

A fully customizable part of the Contact entity, the Highlights Panel includes top information about the Contact that your System Administrator has indicated to be vital to your Contacts. By default, our Highlights Panel includes Relationship Name, Contact Type, Phone Number, Primary Email, Contact Owner.


Related List Quick Links are just that, quick links to access information that is related to the Contact entity. You can either hover over the links to see the first related records (up to 10), or you can click on the links to see the full list. System Administrators can customize these links for your firm, and with the proper permission, you can choose to also customize your personal Related List Quick Links. To customize quick links, go to your Settings > enter Customize My Pages in the Quick Find box > select Customize My Pages > select Contacts.

Salentica has chosen the following quick links: Employment History, Financial Accounts (primary owner), Financial Accounts (secondary owner) Related Relationships, Notes, Notes & Attachments, Requests, and Referrals.


Below your Contact Name, Highlights Panel, and Related Quick Links, the bulk of the information about the Contact is included.The data points that are listed below are defaults based on Element's initial template. They can be edited, moved or removed by your System Administrator. Please reach out to your System Administrator or Elements Service team for more information.

Details

  • Contact Information
    • Name, Nickname, Contact Type, Contact Subtype, Relationship Name, Contact Notes
      • Data Point Source - Loaded or Manually Entered
    • Contact Owner
      • Data Point Source - Activity Based
  • Communication
    • Do Not Call, Home Phone, Mobile Phone, Business Phone, Fax, Email Opt Out, Primary Email, Alternate Email, Assistant, Asst. Phone
      • Data Point Source - Loaded or Manually Entered
  • Compliance & Service
    • Last Contacted On, Last Contacted By, Last Contact Activity
      • Data Point Source - Activity Based
  • Personal Information
    • Gender, Marital Status, Spouse/Partner, Anniversary, Citizenship, SSN/SIN, Birthdate, Date of Death
      • Data Point Source - Loaded or Manually
    • Age (current), Age (EOY - End of Year), Next Birthday, Days Unit Next Birthday
      • Data Point Source - Activity Based (Calculated)
  • Address Information
    • Billing & Mailing Address
      • Data Point Source - Loaded or Manually Entered
  • Employment Details
    • Current Employer, Occupation, Title, Annual Income
      • Data Point Source - Loaded or Manually Entered
  • System Information
    • Created By, Last Modified By
      • Data Point Source - Activity Based (Calculated)
    • External ID, Salentica Data Broker ID
      • Data Point Source - External System

Related

The Related section shows the lists of the first records that are associated with the Related List Quick Links - Employment History, Financial Accounts (primary owner), Financial Accounts (secondary owner) Related Relationships, Notes, Notes & Attachments, Requests, and Referrals. These lists remove the need to hover over the Related List Quick Links access the associated records, and give you additional information about each record on a single page.


Contact Activity

Activity

Under Activity, you can create new activities that already have the Contact information prepopulated, and track previous activities for the Contact and their status.

Default Activities include:

  • New Task
  • New Event (Meetings)
  • Log a Call
  • Email

Chatter

Use Chatter to share information, collaborate, and keep up with the latest updates in the Contact. From here, you can also tag teammates to notify them about discussions being had about Contacts with which they are associated. Your System Administrator determines the permissions for Chatter and it works in accordance with all of the security and permission settings. 

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

Feedback
2 out of 2 found this helpful

scroll to top icon