Contact records store much of the information that you and your team collect from sellers and owners of investments you are doing business with. Similar to Outlook or other email programs, you store data about the people you know and work with in Contacts. Contacts can be related to Companies, Investments, and Investment Opportunities.

Where can I see Contacts?

To access Contacts, select Menu > Clients > Contacts. You will see a list, Contact - Investment Pipeline, which has been filtered to show only Deals Contact records, or other views you or your firm create. Each of these lists is searchable, sortable, and filterable. You can also view charts that are associated with the Contact views. To view a specific Contact's details, select the Full Name. 

What's in a Contact?

 

Contact Details

• Salutation
• First Name
• Middle Name
• Last Name
• Suffix
• Investment
• Job Title
• Company/Firm
• Spouse/Partner Name

 

Contact Info

• Phone Numbers
  • Business
  • Home
  • Mobile
  • Fax
• Email Addresses
  • Email 1
  • Email 2
• Last Touch
  • Last Contact Type 🔑
  • Last Contacted By 🔑
  • Last contacted Date 🔑

Details

• Age 🔑
• Gender
• Marital Status
• Citizenship
• SSN
• SSN (Last 4 Digits) 🔑
• Employer
• Employment Status
• Annual Income

• Contact Communication Preferences
  • Preferred Method of Contact
    • Mail
    • Fax
    • Email
    • Phone
    • Any
    • Send Marketing Materials
      • Send
      • Do Not Send
    • Email
      • Allow
      • Do Not Allow
    • Bulk Email
      • Allow
      • Do Not Allow
    • Phone
      • Allow
      • Do Not Allow
    • Mail
      • Allow
      • Do Not 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
  • Inherit Company 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
  • Include in Rollup (Yes/No)
  • Originating Lead 🔑 
  • Currency
• External ID

Related 

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

🔑 - Field is calculated, cannot be updated manually.

Reference Panel

The Reference Panel quickly summarizes all your needed information about the Contact. This includes:

• Important Information
• Investment
• Connections

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.

Choose Additional Actions for more options on the Reference Panel.

Activities Plus

• Underlying Activities

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 Touch Date) and loaded information (Email).