Contact Navigation & Contact Name

To access Contacts, you will go to Menu > Contacts. You can choose to view "My Contacts", All Contacts, or other lists that have been created by either you or your firm. Each of these lists are searchable, sortable, and filterable. You can also view charts that are associated with the Contact lists. To choose a specific Contact to view the details you need to click on the Contact Name to open the Contact entity.

What's in a Contact?

Contact Menu

On the top of the Contacts screen, is the Contacts Menu ribbon that has links to help you quickly update the Contact entity you are viewing. Customization of these links, and permissioning of access to these links, can be updated by the System Administrator. Our defaults include:

• +New
• Deactivate
• Connect (To Another)
• Add to Marketing List
• Assign
• Email a Link
• Delete
• Refresh
• Process (Switch Process)
• Share
• Follow
• Flow (Manage)
• Word Templates
• Run Reports

Contact Details

Below your Contact Menu, Contact Name, and Header, the bulk of the information about the Contact is included. The data points that are listed below are defaults based on Engage's initial template. They can be edited, moved, or removed by your System Administrator. Please reach out to your System Administrator or Engage Service team for more information.

Contact Information

• Contact Info
  • Salutation
  • First Name
  • Middle Name
  • Last Name*
  • Suffix
  • Relationship†
  • Job Title
  • Company (COI)†
  • Spouse/Partner Name
• Contact Type
  • Prospect/Client
    • Prospect, Client, or Former Client 
  • COI
    • COI Status: Yes/No
    • Type: Attorney/CPA/Advisor
  • External Resource
    • External Resource Status: Yes/No
    • Type: Custodial Contact/Investment Contact/Vendor/Travel
• Important Dates
  • Birthday
  • Date of Death
  • Wedding Anniversary
• Phone Numbers
  • Business Phone
  • Home Phone
  • Mobile Phone
  • Fax
• Email Addresses
  • Email 1
  • Email 2
• Last Touch
  • Last Contact Type 🔑
  • Last Contacted By 🔑
  • Last Contacted Date 🔑
• Relationship Team
  • Inherit Relationship Team (Yes/No)
  • Relationship Manager
  • Wealth Manager
  • Investment Manager
  • Client Service Associate
  • Operations
• Reference Panel
  • Important Information
  • Accounts
  • Relationship
  • Connections
  • Opportunities
• Activities Plus
  • Underlying Activities

† - Record must be created before it can be assigned.

🔑 - Field is calculated, cannot be updated manually.

Details

• Personal Info
  • Family†
  • Age 🔑
  • Gender
  • Marital Status
  • Citizenship
  • SSN
  • Employer
  • Employment Status
  • Annual Income
• Contact Communication Preferences
  • Preferred Method of Contact
    • Any
    • Phone
    • Email
    • Fax
    • Mail
  • Email
    • Allow
    • Don't Allow
  • Bulk Email
    • Allow
    • Don't Allow
  • Phone
    • Allow
    • Don't Allow
  • Fax
    • Allow
    • Don't Allow
  • Mail
    • Allow
    • Don't Allow
• Notes
  • Underlying Note about the Contact. This will be a Note that will always show about this person.
• Timeline
  • Notes about the Contact in chronological order by default.

Addresses

• Address
  • Inherit Relationship Address†
  • Address (Choose an existing Address record from the Address Management tool)†
• Map
• Address Management Tool

Administrative

• Record Details
  • Created On 🔑
  • Created By 🔑
  • Modified On 🔑
  • Modified By 🔑
  • Owner*
  • Originating Lead
• External ID

Related

† - Record must be created before it can be assigned.

🔑 - Field is calculated, cannot be updated manually.

Reference Panel

The Reference Panel, new to the Unified Interface in Engage, quickly summarizes all your needed information about the Contact. This includes:

• Important Information
• Accounts
• Relationship
• Connections
• Opportunities

From this panel, you can edit key Contact details, view in compact or expanded detail information about the Contact, and export the information to Excel.

 

Header

A fully customizable part of the Contact entity, the Header includes top information about the Contact that your System Administrator has indicated to be vital to your Contacts. By default, our Header includes calculated information (Age and Last Contacted On) and loaded information (Email and Relationship Manager).