Glossary: Client People

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       


Such as Mr, Dr, Miss etc


The person’s role in the organisation


The person’s phone number


The person’s mobile number


The person’s email address


This is the address description for where the people belong to


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


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

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