Types of Contact Views

You can view contacts in a list view or card view. The default view is always the last view that you used to display contacts.

You can also view contact records in a collection or search for records. See Modifying a Collections Search and Searching for Specific Records.

Contact List View

The contacts list view lets you view the contacts that you have the rights to view in a list format.

To view contacts in a list view

1. Click the Contacts tab.
2. If the list view does not appear by default, in the Display drop-down list, select List View.

Tip: If you use your mouse to hover over a contact in any view, a pop-up window displays the primary contact details. This function is customizable by administrators as detailed in Custom Hover Popups.

To view all of the contacts that you have the rights to view, click the All Contacts link in the left pane. The next time that you access projects, the list view defaults to the last collection that you opened.

Contacts Card View

The card view lets you view contacts in a "business card" view that displays all of the primary information that appears on the General page.

To view contacts in a card view

1. Click the Contacts tab.
2. If the card view does not appear by default, click the Card View button (located above the Modify Filter button).

For information about the specific areas in the Contacts list view, see User Interface.

To open contact records in other areas

You can open contact records in the following locations in TeamConnect:

• General page in the Access Information section—Click on the link in the Created by or Modified by fields. See General page field descriptions for more information.
• Projects—On the Assignees page for a project. See Viewing Users Assigned to a Project.
• Global Documents page or Documents page for a record—Any field on the General page that contains a user name, such as Record or Author. See Viewing or Editing General Information of a Document.
• Tasks—In the Tasks list view, click on a name in the Assignee column.

Creating a Contact

You can create a contact in one of many ways:

• Using a wizard—Your system administrator may provide one or more wizards to help you create new contacts using a guided, step-by-step process. If you click New and a wizard opens, complete the required fields on each page, and then click Next to progress to the end of the wizard. When you click Finish at the end of the wizard, the record is available in the list view.

Your company may only allow you to create a contact using a wizard, so the option to create a contact manually may not be available.

• Copying an existing contact—TeamConnect allows you to create a contact by copying an existing contact, which is useful if you have contact records that may have different names, but similar properties. See Copying a Record and Duplicate Contacts for more information.
• Entering new contact information from the General page—If you click New and the General page opens, enter contact record information, as shown in the following procedure.

Once you create a contact, with the appropriate rights, you can edit the information in the contact record. See Editing a Record for more information.

Note: Before you create a new contact, it is recommended that you perform a search to avoid creating duplicate contact records. See Searching for Specific Records.

To create a contact

1. Click the Contacts tab.
   The Contacts list view opens.
   
2. Click the New drop-down, and then select New Person or New Company.
   
   
3. On the Profile page, enter or edit the appropriate information. See the General page field descriptions for more information.
   Fields with an asterisk are required and must be completed before you can save this record.
4. To enter multiple addresses, phone, fax, web, and email addresses, select the + sign in the appropriate information block, and then enter the appropriate information.
   If you are entering multiple addresses, phone, fax, web and email addresses, a Primary radio button appears. Click the radio button that indicates the main information for this contact.
5. Use the links in the left pane to access the contact-specific pages:
   • Details—Enter or edit additional identification information, such as an employee ID, social security number, or Tax ID number.
     Custom fields may also appear on this page based on the selections you make on the Categories page. See Setting Contact Details and Setting Category Details.
   • Rates—Enter or edit the fees charged by a vendor for services rendered to your company. Rates may be automatically referenced when you are working with tasks and invoices. See Setting Contact Rates.
   • Skills—Enter or edit the skills that a contact possesses and indicate the level of expertise for each skill. See Setting Contact Skills.
   • Territories—Enter or edit the geographic areas where the selected contact conducts business. See Selecting Contact Territories.
   • Involvement—Add or edit a non-TeamConnect contact's role in a project, such as respondent, claimant, or witness. See Viewing Contact Involvement.
6. If necessary, use the additional contact pages to enter or edit supplementary information, such as historical details or relationships between contacts.
7. Select a save option.

Note: If you get a Duplicate Contact message, see Duplicate Contacts for more information.

The tables below contain the default fields for both person and company contacts. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

Person and Company Information

Duplicate Contacts

If your system administrator enabled a duplicate contact check, when you select a save option, you may see a warning and a list of possible duplicate contacts.

Do one of the following:

• Review the duplicates to ensure that your contact is unique. If your new record is a duplicate, click Cancel.
• If you still want to save the new contact record, click the Allow contact to be saved check-box and complete the appropriate fields. See General page field descriptions for more information.

Setting Contacts Primary Information

Use the Contact's Profile page to designate the main contact information for a person or company.

Contacts can have several mailing, email, and Internet addresses, as well as several phone and fax numbers. Typically, the item that you add first in a section is set as the primary, so if you have multiple addresses and numbers, it is important that you designate which information is the main information.

The primary items in each section are marked with a check mark in a circle, and this information is what is displayed on both the list view and card view.

You can change the designated primary entry at any time.

To set contact primary information

1. Search for a contact and open it.
2. In the left pane of the contact record, click the General tab.
   
3. Click the Edit pencil icon next to the section of information you would like to edit.
4. If necessary, click the + sign to add an empty text block, and then enter the new information.
5. Select the radio button next to the information that you want to designate as the primary information.
   
6. Select a save option.

Setting Contact Details

Use the Contact Profile page to view or edit additional contact identification information.

How Categories Affect the Details Page

In addition to the default fields, additional fields may appear based on the options you select on the Categories page and your access rights. These additional fields are called custom fields.

For example, if you select a category named Adjuster on the Categories page, and then return to the Details page, you may see fields that allow you to select the states in which the company is licensed, or the limits on payments that can be made on a claim without a supervisor's authorization. For a vendor, these fields are not relevant, so if you select Vendor on the Categories page, a different set of custom fields appear on the Details page, such as vendor type and payment method.

To set contact details

1. Search for a contact and open it.
2. In the left pane, click the Details page.
   
3. View or edit the appropriate information.
   See the Details page field descriptions for more information.
   Based on the selections that you made on the Categories page, additional blocks of text may appear on this page. Review this page and complete any new fields, especially required fields. You cannot save this record if any required fields are blank.
4. Select a save option.

Details Page Field Descriptions

The tables below contain the default field information for person and company details. The fields that you see may vary based on your system settings, assigned rights, and the options you selected on the Categories page.

Field descriptions are listed in alphabetical order and may display in a different order in the application.

Details Page Field Descriptions

Adding and Removing Contacts Categories

Use the Contacts Categories page to assign a contact to a group that may describe the type of contact or its function. Categories are usually pre-defined by your system administrator.

Categories are displayed in a hierarchical view with the main categories at the top and related subcategories listed below each main category. For example, a main category named Employees may have subcategories under it named Accountants, Paralegals, and In-house attorneys. A main category named Non-Employees may have subcategories under it named Outside Counsel, Vendors, or Clients.

The categories that you see apply to the specific TeamConnect area that you are viewing and your specific rights.

How Categories Affect the Details Page

In addition to categorizing contacts, the categories that you select may cause additional information fields to appear on the Details page. These new fields may be required and if left blank, you are not able to save the record.

For example, if you select the Internal Employees category, and then select the Attorney category, when you return to the Details page, you may see custom fields that allow you to enter information about the attorney's specialty, home office, and current projects.

When you select a category, it is recommended that you return to the Details page to check for required fields.

See Setting Category Details for more information.

Viewing the Address Books for a Specific User

Use the Address Books page to view the address books that the contact is part of.

Tip: In previous versions of TeamConnect, Address Books were referred to as Contact Groups.

To view the address books for a specific user

1. Search for a contact and open it.
2. In the left pane, click the Address Books link.

The Address Books page opens and displays the names of the address books for which the selected user is a member.

Setting Contact Rates

Use the Contacts Rates page to view or edit the standard rates charged by a contact, the rate that is charged for non-standard tasks, the rate for an invoice task, and the preferred type of currency. The options that you see on this page depend on your access rights.

There are three types of rates:

• Default—The standard rate and currency that is used for a vendor for most of the services rendered to your company. This rate applies unless a specific task-based or invoice task rate is defined.
• Task-based—The rate that appears when you create a Task or add an entry to the Task Entry Tool. If defined for a contact, this rate overrides the default rate during the specified time period. See Assigning or Reassigning Tasks to Users for more information about tasks.
• Invoice task rates—The rate that applies to a specific task on an Invoice when the associated contact is selected as a timekeeper. If defined, this rate overrides the default rate during the specified period of time.

Each type of rate can have multiple entries with specific start and end dates for each entry.

Important: Information that is defined in each section is completely separate from other sections on the Rates page. For example, rates and dates defined in the Task section do not affect or apply to rates and dates defined in the Invoice Task Rates section.

Relating Contacts

Use the Contacts Relations page to view or establish the relationships between a contact and other people or companies, for example, plaintiff-to-defendant, spouse-to-spouse, or employee-to- company. A contact may have several different relationships with other contacts and more than one relationship with the same contact.

After you create a relationship between contacts in one record, the related contact's Relations page is automatically updated with the same information.

With the appropriate rights, you can view, edit, and delete relations for a contact. See Working with Related Records for more information.

Setting Contact Skills

Use the Contacts Skills page to define a contact's skill set, and indicate the level of expertise for each skill. Skills associated with contacts can help you identify the best person or company for a specific task.

To set contact skills

1. Search for a contact and open it.
2. In the left pane, click the Skills link.
   
3. Select one of the following options:
   • To add a new skill, in the Type drop-down, select the desired Type of skill, and then type a number to indicate the corresponding Level of Expertise. The level of expertise field maxes out at '99'.
   • To edit a skill, in each data entry row, change the desired Type of skill, and/or the number that indicates the corresponding Level of Expertise.
4. To add an additional skill, click Add New Item and repeat step 3 until you've added all of the appropriate skills for this contact.
5. Select a save option.

To delete contact skills

To delete skills for a contact, see Deleting an Entry.

Selecting Contact Territories

Use the Contacts Territories page to select the geographic areas where the selected contact conducts business. A contact may be associated with several territories.

Based on your assigned rights, you can view, edit, and remove territories.

To select contact territories

1. Search for a contact and open it.
2. In the left pane, click the Territories link. The Territories page opens.
   
3. In the Territory column, use the drop-down list to select the contact's territory.
4. To add an additional territory, click + in the Action column or click Add New Item, and then select the necessary information.
5. Select a save option.

To delete contact territories

To delete territories for a contact, see Deleting an Entry.

Viewing Company Employees

Use the Contacts Employees page to view a list of employees for a selected company. This list is automatically generated from contact records when you select a company in the Company field on the General page for a person.

Note: This page is only visible for company contacts.

To view company employees

1. Search for a company contact and open it.
2. In the left pane, click the Employees link.

The employees that are associated with this company are listed.

Viewing Contact Involvement

Use the Contact Involvement page to view information about people or companies who are involved in a project. These non-TeamConnect users are referred to as Involved Parties and their roles may vary, such as opposing party, outside counsel, claimant, witness, law firm, or attorney.

For example, Beth files a lawsuit against Jerry. An internal lawyer in your organization is assigned to the lawsuit and is responsible for it. Both Beth and Jerry are involved parties with roles - Beth's role is plaintiff and Jerry's role is defendant. Neither Beth nor Jerry is assigned to the project, but it is important that the details of their involvement is available to those assigned to the project.

If a contact is involved in several roles in a project, only one project entry displays on the Involvement page with the default role for the contact. Additionally, the list of involvements show where the contact is used in a contact centric object: ex: CSM offices.

Note: You cannot modify involved parties on this page; you must open the related project to make any changes. See Managing Involved Parties for Projects for more information.

To view contact involvement

1. Search for a contact record and open it.
2. In the left pane, click the Involvement link. The Involvement page opens.
   
3. If necessary, use the Display drop-down list to view a list of specific contact records. You can view the project type, project name, and the role that a contact has in a project.
   Contacts may have more than one role in the same project, or may be involved in many different projects, so you may see more than one listing on this page.

Involvement Page Field Descriptions

The tables below contain the default fields. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

Involvement Page Field Descriptions