The contact manager allows you to store four types of contacts. You can easily toggle between the different contact types using the radio button next to each item.
CLIENTS
The Clients contact type is the main contact type and the one you will work with the most.
All contacts created from the Account Wizard data sync are created as the Clients type contact card.
Using the Active Only filter, you can limit your search results for Active or Inactive contacts. By default, active contacts are displayed.
- Active Only - If the check box is checked, you are shown all of your active clients. It is checked by default. This filters the client list to only show active clients. Unchecking it will remove the filter and display all contacts, active and inactive.
- To learn more about Inactive Clients, click below:
PROSPECTS
Prospect cards have all the same features as Client contacts. This type of contact allows you to categorize contacts as prospects for organizational and marketing purposes. Prospects can easily be changed to clients by editing their type. The type is changed through the edit screen using the toggle shown below.
HOUSEHOLDS
Households are containers where you can link together individual contact cards, allowing you to track relationships at a household level.
Each household includes the ability to:
- Add notes to the household communication/notes log
- Set appointments, tasks and reminders for the household
- Add a Memo for the Household
RELATED CONTACTS
Related contacts are lite contacts that can be used to store information about contacts that are connected in some way to your primary contact.
Related contacts can have any relationship you define. Related contacts are often spouses, children, CPAs or attorneys.
Related contacts can be converted to full contacts at any time.
