Contacts

Introduction

Any individual that belongs to an external organisation who you wish to interact with during the delivery of a service will be stored in Hornbill as Contact records. Contact records would typically be associated to an Organisation record. Contacts can be configured to use the Customer Portal for profile management and use of application features designed to allow for communication between you and your contacts.

To manage contact records, a user must possess one of the following security roles:

Admin Role
Contacts Admin

Features

Contact List

Adding Contacts

Contacts can be added using the + New Contact button

Complete the mandatory fields, and any optional fields including linking them to an existing organisation. Select Create to add the contact.
Add a contact directly from an Organization record
Individual Contacts can register themselves using Guest Access when logging in for the first time

Contact List

As contacts are added, they will appear in the Contacts list
You can configure the available display columns in the list to show the information that is important to you using the Cog Icon
Click on a specific contact record to view more information about that contact
Click on a contact's email address to launch the email composer to send an email from a shared mailbox you have access too.
See which contact's have a portal account enabled.

Searching Contacts

Quick Fllter Use to easily find a specific contact record, searching against their First Name, Surname, Email Address or Organization they are associated too.
Advanced Filter - Select the Funnel icon to expose additional search filters, including Job Title, Email, and Phone number
Archived - Use the File Box icon to filter the list of contact's to those which have been marked as archived
Export - Use the Download Arrow icon to export the filtered list of contacts

Global Search - with the filter switched to Contact you can search for contacts from any view, and the results will be listed in the Contacts view.

Contact record

Manage Contacts

From a contact's record the following options are available to you

Mark as Private - mark a contact as only being visible to you
Archive - If a contact is no longer needed, or has left an organization you deal with, mark them as Archived. This will remove them from general contact searches, but will still be accessible from the contact list and Archived contact's option
Audit History - View all changes and amends which have been made to the contact's record.

Customer Portal

Contacts can be configured to use the Customer portal for profile management and use of application features designed for contacts. Portal Access is configured via Hornbill Administration: Home > System > Manage Portals > Guest Accounts

If a contact has been allocated a portal login, their portal login details will be visible on the contact record
If Service Manager has also been installed, you can configure what rights the contact has when viewing organisation's requests on the customer portal, via the Organisation record > Requests section > Portal Access option

Administration

Users with the Form Designer role, will be able to add custom fields, hide existing fields, edit their properties, and edit which sections of the contact record, fields are displayed in. This can achieved by dragging and dropping the fields into the required sections. With the Form Designer role, users will see a Design option to go into edit mode.
View and Manager contact portal access through the admin console > Systems > Manage portals

Plug-Ins

Customer Manager

If customer manager is also installed on your instance, the following features will be available against your contact's

Activity Stream - Collaborate, post and comment on the contact record
Notes - Add notes, and schedule call backs
Activities - Manage activities related to each contact