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Contact Details

Click on a contact name on the Contact Management page to open a tabbed interface where you can view and edit detailed information about the contact.

Contact_Details_tabs_brd.png

Each tab is described in detail below. Regardless of the selected tab, the following options are available at the bottom of the page:

  • Edit Contact - Change or add name, address, and phone number information for the contact. For more information, see Contact Details Tab.

  • Remove - Permanently delete selected contacts, and if you choose, any associated searches and subscriptions. For more information, see Deactivate or Remove a Contact.

  • Deactivate - Suspend subscriptions and customer portal access for the contact. Can be reversed on the Searches/Subscriptions and Portal tabs, respectively. For more information, see Deactivate or Remove a Contact.

  • Transfer - Transfer the contact and a copy of all associated search information to another user in your office. For more information, see Transfer a Contact.