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Client Contacts

Client Contacts

 

This page guides you through the creation and the management of client contacts.

These are the topics in this page:

 

Introduction

Brevity allows the organisation to maintain multiple contact records against the client profile. Contacts can assume specific functions in connection to the management of clients engagement with the service organisation.

Contact records are established through the Contact Persons data-grid which is located under the Related Contacts tab of the client profile.

 

Additional Information

https://brevityau.atlassian.net/wiki/spaces/BS/pages/154959937733/Navigating+the+Client+Contact+form?atlOrigin=eyJpIjoiNjIyOTZmZjQyMjQ4NDAwY2EzNmI1ZjkzODlhM2Y5Y2MiLCJwIjoiYyJ9
https://brevityau.atlassian.net/wiki/spaces/BS/pages/154959872295/Creating+a+Client+Contact+record?atlOrigin=eyJpIjoiMTk2ZWNjY2IxZTQ4NDk1ZWIzOWJlNDY3MjZlMThlMmIiLCJwIjoiYyJ9
https://brevityau.atlassian.net/wiki/spaces/BS/pages/154960003073/Managing+the+Client+Contact+record?atlOrigin=eyJpIjoiM2Q1ZTg5NDQ3OWJlNGQ2YWE2N2MwOTUyNjdhMDRjNDkiLCJwIjoiYyJ9
https://brevityau.atlassian.net/wiki/spaces/BS/pages/154960003172/Communicating+with+Client+Contacts?atlOrigin=eyJpIjoiNTgwMDcwNjcyN2VhNDc5NmFlMGEyOTc0MzVjNmYwOGQiLCJwIjoiYyJ9

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