0084-Reference People Contact

Description

• Enables the Contacts portlet for users to add and manage contacts, including the following tabs: Contact Detail, Contact Address, Related Contacts, Conditions, Record List, Activity, Associated Public User, and Assets.

• Enables the Associate Contact button in the Associated People tab of the Trust Account portlet, so users can associate contacts to a trust account.

• Enables the Sync to the Reference button in the Contacts tab, for users to synchronize the information about a daily contact to its reference.

• Enables the Also Known As tab in the Contacts portlet for users to manage the Also Known as names of reference contacts.

Interdependency

Solution

All

Access

Contacts portlet

Contacts portlet > Also Known As tab

Record portlet > Contacts tab

Trust Account portlet > Associated People tab > Associate Contact button