A contact is a person or organisation you can link to a client, for example, a referrer, plan manager, guardian or GP. Once linked, a contact can be set as the main recipient for a client's invoices, cases and letters.
In this guide, we'll show you how to add a contact and how to create your own contact type if the built-in ones don't fit.
How-to
Add a contact
The steps below create a new contact. To link that contact to a specific client, and choose what they receive, such as invoices, see Set up associated contacts.
Navigate to the Contacts tab.
Select + New Contact.
Select the contact type and other relevant information.
Click Create.
Once you have created the contact, you can view their associated cases, letters, invoices and payments.
Create a new contact type
If you have different contact types from the ones in the platform, you can create your own.
Navigate to the Contacts tab.
Either select + New Contact or click the Action (•••) drop-down and edit a contact that you would like to create a new contact type for.
Click Type, and scroll to the bottom of the list.
Select + Add Type.
Enter the name of your new contact type.
Proceed with the rest of the Create/Edit Contact process, and then click Create/Save when you are done.
When creating a new contact or editing an existing one, you will now see the new contact type in the Contact Type list. For example, in the following screenshot, we can see the new Guardian contact type in the drop-down list.
Things to Note
You cannot delete a contact type once it is created. Once it is created, it stays in the list. If it was added as test data, remove or reassign any contacts using that type so it's no longer in use; the type itself remains in the list.