Contacts documents on the Document Manager

Document Name Description
Contacts clients Provides a summary listing of all contacts. Information in this document includes contact identities, associated contact company and list of associated clients (by no. and name).
Contacts detail Provides a detailed summary of contact information, including all basic information and alternate codes.
Contacts electronic lists Provides an electronic list of all contacts including basic information.
Contacts summary Provides an abbreviated summary listing of contacts.
Contacts monitor Provides a summary listing of contact information. Use this document to:
  • View or modify client information quickly;
  • Change the client number.
Contacts alternate codes Provides a summary listing of all alternate codes by contact.