Contact

Use Contact documents to track communication details and contact information related to the current database, project, or folder.

About this document type

Contact documents are a flexible tool that you can use for a variety of purposes, such as organizing contact-related data for specific projects, tracking communications, or managing stakeholder information.

For details on how to use this document type in your daily work, see the Use case 1: Organize correspondence with a consultant topic.

Tip: You can identify documents of this type by the icon in the upper right corner of the Content editor.

Document structure

In addition to the full name and job details of a contact person, each Contact document can have entries for phone number, e-mail address, website, and street addresses. You can add extra elements as required and remove the ones you do not want to use.
Figure 1. Content editor of a Contact document