If Correspondence Management is enabled within your system, it is possible to set a default Key Contact to appear on all cases for the Client/Associate/Other Side contact.


To add a default Key Contact:


  1. Go to the Address Book
  2. Search and click on the name of the Client/Associate/Other Side Organisation
  3. Click on the Correspondence tab
  4. Click 'Add Key Contact' 
  5. Select the following contact information

     

    Field

    Description

    Person

    Select the relevant person from the drop down list. 

    Note: The contact will need to be set up as a general Correspondence contact first (see 'Add Correspondence Contacts').

    Case Country

    Select the country that this contact should be set as the Key Contact. E.g. if GB is selected, the person will be the Key Contact on all GB cases for this Organisation.
     

    If a person is a Key Contact for cases in more than one country, users would need to either: 

    • Record the person as a contact for each country separately.

    OR

    • Set the country to ‘All’ (Recommended).


    Note: It is not currently possible to edit a contact once it has been added. You would need to create a new record or delete the existing entry.

     

    4. Click ‘Add’ to save the contact or click ‘Cancel’ to go back