View Contact Record
A contact record displays the contacts basic details.
The Links Tab shows any records that have been linked to the Record being viewed.
Adding a Link:
To add a link, type the name of the record you wish to link to within the Record Search box...
Clicking on the Record name creates the link between the records.
The Links tile shows all the records that are linked to the record being viewed.
From here, you can click on the record name to view the records, or select the Delete buttonto remove the link between the two records.
The Documents Tab provides a quick and easy way of uploading documents against a record.
Click on the Select Files icon to open up your local file browser and select the document that you wish to upload.
The page will update to show you when your file has been uploaded.
Uploaded documents appear within the Uploaded Files section. Click on any of the table headers to order by that field.
To view a document, select the download icon next to the relevant document and it will be downloaded to your PC.
To delete a document, select the dustbin icon . Note that this button is security controlled and so only certain users will be able to see it.
The audit tab allows you to see the audit history of the record being viewed; it will include any changes made to the record such as updated details and status changes. This tab is only made available to administrators.
All events that occur on the record are recorded with a date and time stamp, the name of the user who made the change is also recorded. An example audit is shown below.
The Audit tab also keeps a record of users that have viewed the record; this can be viewed under the Record Viewing History tab, an example is shown below.
Information on the Audit tab can be filtered using the button next to each column header, for more information on this function see Filters. Information can also be grouped by dragging the appropriate column header into the bar above the Audit. Each widget can be Collapsed or expanded to Full screen using the and buttons respectively.
The Compliance tab shows all Policies that the contact has been requested to read and whether or not they have confirmed their readership.
The Read Date column indicates the date on which the Policy was first downloaded; the Read Before Due Date column indicates whether or not the user confirmed their readership before the due date, and the Compliant column indicates whether or not the user has confirmed their readership.
As well as being able to view information on individual Policies, the tab also displays a summary in the top right corner of the page. This summary shows how many Policies have been read out of how many the user has been requested to read, and whether or not the user is compliant for having read all of the requested Policies.