CONTACTS DATABASE

There is a contacts database which can be accessed from the Assisi Desktop so that you can record non-client contact details.

Click or touch the Contacts tile to open the database.

To Add a New Contact

1. Click New Contact and complete the relevant fields.

2. Click Save.

To Search for an Existing Contact

1. Type the search criteria in the Search For box and click the Search tile.

2. Click on the relevant result to display the record.

To Edit Existing Contact Details

Display the record, make the required changes and click Save.

To Delete a Contact

Display the record and click Delete.

Once a contact has been added, you can:

Print an Address Label

Send a one-off Email

(if this has been configured on your system)

1. Click the Email tile:

1. The email address will already be displayed if this exists in the contact’s details.

2. Type in the subject and the message text and click Send.

Send a one-off text message

(if this has been configured on your system)

1. Click the SMS tile.

1. The mobile number will be displayed by default but you can choose an alternative number for this contact from the drop-down list in the Telephone Number box.

2. You can choose when to send the message – the date and time will default to the current date and time but this can be delayed if required.

3. Type in the message text – the message length will be calculated and displayed as you type. Try to be as concise as possible to avoid multiple messages being charged.

4. Click Send.