Contact Function

The Contact Function is responsible for holding all the information on contacts for corporate agencies, agencies, corporate clients, clients, and units. Each contact in the system is given a parent that they are the contact for, and can be set as a primary contact for that parent. If the contact is marked as a primary contact, then they will appear automatically on the main profile for their parent.

Information gathered on contacts consists of a full name, complete address and phone number, email addresses, as well as languages that are spoken.

The contacts can also be a member of multiple groups. The groups can be used when running reports to include multiple contacts specific to a category.

Every profile in WebSCS has a Notes feature. Notes are specific to the profile you create them for, and are an extremely useful tool. Each note is categorized and contains full date, time, and author information. Any note can be marked as requiring a follow-up, meaning that an action is needed. A specific user is assigned to follow-up on that note, with the date and time saved upon completion. The notes screen also contains all the contact information for the profile, so you can call or email the person or location without changing screens. You can attach any document to any note, allowing further documentation. Once created, the note can be copied to any other available profile in the system. In the process of copying a note, you are provided with the option of linking each copy together, so that updates are automatically applied to all other copies.

Packages with the Contact Function Included
The contact function is included in our Master Vendor, Corporate Agency, and Agency packages, and is available as an add-on to all remaining packages.

For more information about our packages, please review our Products and Services section.

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