Adding Contacts and Referrers

Contacts

Contact information

Contacts are individuals who are associated with a Counterparty, e.g. a bank manager at a bank, an Australian Taxation Officer at the Australian Taxation Office.

Entering as much Contacts’ data as possible on all appointments can be very useful. Consider that every time a business partner refers you a job, whether it leads to an appointment or not, you can track and report on how many referrals have/haven’t become appointments, or a bank manager; how many accounts your bank manager has remit over.

Other benefits is that once they have been entered, you only have to provide a link to the contact in the future, saving time on data entry, and the correspondence can be sent to either their counterparty generally, or the contact details specifically.

Finally, Contacts is a directory. When you need to call, fax or email someone, if you maintain all your contacts within the Contacts in Insol6, a quick Contacts Search will bring up all their relevant information, connections to appointments, etc.

From the Contacts form, users may view details for all jobs that they appear as contacts.

Reports show the total fees referred by a particular contact, how much has been paid for advice and for particular job types.

Contact as a Creditor’s Contact

A contact may be linked to a claim against a job in order to correctly identify the contact details for a particular claim and correctly specify the creditor’s address for mail outs.

This is particularly useful if the creditor is a large organisation that is frequently a creditor on your external administrations, as it allows you to differentiate Contacts while still attributing the same Counterparty, capturing both the activity at the Counterparty level and also the Contacts’ level.

Contact as Job Contact

Contacts may be linked to jobs with a specified job contact type such as Banker, Company Accountant, Utility Provider, Supplier, Company Solicitor, Company Auditor, Advertiser, Industry Expert, Insurer, Security Provider, Receiver, Administrator, ATO, ASIC, Real Estate Agent, Valuer, Auctioneer, Referrer or Advisor.

To add a job contact from with in the job go to General > Job Contacts > Select Add.

Type in the contact name, or part name, and enter. If the contact already exists in the data base a list of matches will appear. If no matches then you will need to add the contact by clicking on Add New.

Complete the job contact card and click the Save icon at the top of the screen.

Now select the role of the contact. EG Solicitor.

Click on Link Contact > Exit.

Referrers

To add a "Referrer" add a job contact with "Contact Role" equal to "Referrer".