Contacts and Businesses - Contact Personal Content Link

Overview

This help page documents a content link in SmartOffice CRM that allows users to access and edit contact information. The feature enables viewing and modification of basic details including names, ages, birth dates, business information, phone numbers, and email/web addresses.

Key Sections

Personal Information:

Covers fields like name, marital status, contact type, and source. Notable features include the ability to mark contacts as "Deceased" (displayed in red), classify contacts by importance using sub-types, and track referral sources. The system highlights upcoming birthdays and review dates in red.

Business Information:

Stores company name, occupation, and job title. Linking a contact to a company automatically updates the business's employee census.

Family Information:

Allows users to link spouse/partner records and creates household groupings automatically.

Contact Details:

Separate sections manage phone numbers, postal addresses, and email/web addresses. Each supports multiple entries with options to mark preferred, primary, or invalid (bad) contacts.

Data Entry Features

The system includes automated parsing tools—users can paste complete phone numbers or addresses, then use a split button to automatically distribute information into appropriate fields. The tool recognizes U.S., Canadian, and Australian phone formats, plus various address formats.

Users can mark addresses and emails as preferred for correspondence or invalid without deletion, maintaining historical records while preventing accidental use of outdated information.

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