Contact records store much of the information that you and your team collect from your customers.

 

Similar to Office Outlook or other email programs, you store data about the people you know and work with in Contacts.

 

Usually, a Relationship has more than one Contact associated with it, especially when you’re working with a larger company with many departments or locations and you deal with several people to manage the account.

 

Watch this short video to learn more about Contacts in Engage.

View of a Contact

Creating New Contacts

The main way to create a Contact is to go to Menu > Contacts > +New

 

From here, you enter the requested and required information about the Contact.

What's in a Contact?

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
• Financial Information

  • Is Accredited Investor? 

  • Is Qualified Purchaser? 

  • Is Qualified Client? 

  • Previous Private Placement Experience?

    • If PPPE = Yes, then field Private Placement Experience Sector(s) 

  • Net worth 

  • Liquid net worth 

• 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.