Table of Contents
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Overview
Contacts Portal is a custom portal that provides a central location from which to search, add, and manage stored names and contact information about people who interact with clients at your organization.
Contacts are separated into Professionals (people who provide professional or business services) and General Contacts (independent contacts not associated with an organization, commonly used to track family and other non-professional people).
Access to the Contacts portal and to the buttons within is role based, configurable and is managed by Site Administrators. As a starting point:
The Contacts Portal is visible/accessible to Site Administrators and users in the Managers role.
The Contacts portal icon is not visible to users in other roles.
Contacts who are added can then be "related" to clients. To find out more, please review the article about Contacts on the Clients Portal.