This page briefly explains all the fields available on the Client People Page.
Every client can have many persons of interest. In Abtrac, these are managed in the Client People screen.
You can search people from Clients, Contacts & Jobs >> Search People.
Most of the fields here should be self-explanatory but below are some further explanations.
First Name: The First name of the person
Last Name: The Last name of the person
Title: Such as Mr, Dr, Miss etc
Role: The person’s role in the organisation
Phone: The person’s phone number
Mobile: The person’s mobile number
Email: The person’s email address
Address: This is the address description for where the people belong to
Current: Indicates if this person is a person of interest. E.g. Do they still work at the organisation
Main Contact: The person who is the main contact for the client. The main contact will be the person shown in the Job template report.
Mail Merge: Ticking the mail merge allows a user to be added to the list of people in the Contact Group Management screen. This screen is designed to get lists of people for emailing in groups. From Clients, Contacts & Jobs >> Contact Group Management.
Accounts Contact: Is this the person who is the accounts contact for the client
Comments: Any comments associated with the person. I.e. “This person replaced Brian when Brian was on leave”.
Contact Groups: What contact groups does this person belong to? This can be used for exporting groups of people from different organisations. An example of use for this would be for Christmas Cards
Abtrac KB# 2177