This sub-tab allows you to add the main contact information for the client : street address (A), email addresses (B), phone numbers (C).

For each contact information type, it is possible to specify if it is "Main" or "Secondary". Some additional settings, such as properties, are specific to a contact information type.

To add a contact information:  

1.Select the concerned section: the section will display a thin blue frame.  ln the example below, the section Addresses is selected.

2.Click on (Insert) in the Home ribbon of the client window.

For emails and phone numbers, it is also possible to click on an empty line to add an item.

3.A List of values window is displayed, allowing you to specify if this is a "main" or "secondary" contact information, as well as other settings depending on the contact information type. Select all the values that apply and fill in the the required fields.

4.Click on OK (email, phone) or Save (address).

5.For emails or phone numbers, specify the email address or phone and extension on the line that has been added, as well as any relevant comment.

To modify a contact information or specify it's properties:

6.Addresses: Select the address and click on to the right of the section.

7.Phone or email: Click on in the left column of the relevant line.  

This sub-tab allows you to specify contacts as client relations. The contacts may already exist in PRIM, or could be created starting from this tab.  

A relation can be an individual (an employee), or a company (affiliated center). Furthermore, it is possible to assign properties to relations.  

For more details on properties, see Description of properties.

Access and edit relations

Add a relation  - existing contact in PRIM Logix

Add a relation  - New contact in PRIM Logix

A service receiver must be a "Client" type of contact already existing in PRIM. The client might be either a company or individual.

In the example below, we will add a service receiver that is a company.

1.Click on the sub-tab Service receiver.

2.In the section, double-click on an empty line. The List of values window is displayed.

3.Select the line displaying Affiliated center in the first/left column and click OK.

4.A new Client window is displayed in search mode. Search the contact by entering the name in the Full name field and click on (Execute search) to display the file.

5.In the search results pane, making sure the proper client is selected, click on the button Select client.

6.The window Add a relationship to the contact is displayed.

7.Click on Save to add the service receiver.

The service receiver have been added to the client's file.

There is no property to assign to a service receiver.

A partner must be a "Client" type of contact already existing in PRIM.

In the example below, we will add a partner that is an affiliated center.

Partner types are configurable items, and as such, they might be different in your organization.  

1.Click on the sub-tab Partners.

2.In that section, click on an empty line. The List of values window is displayed.

3.Select the line with Affiliated in the first column and click on OK.

4.A new Client window is displayed in search mode. Search for the contact by entering the name in the Full name field and click on (Execute search) to display the file.

5.In the search results pane, making sure the proper client is selected, click on the button Select client.

6.The window Add a relationship to the contact is displayed. Tick the properties you want to apply to this contact.

7.Click on Save to add the new partner, or on Cancel to ignore.

For more details about properties, see Description of properties

First, it is important to understand that the words "Relation",« Service receiver » and « Partner » all refer to a type of relation. It is possible to share relations between clients,  tous des types de relations. Il est ainsi possible de partager les relations d'un client avec un autre client, provided that this other client is also a relation.

In order to be able to share a relation, the option Sharing contact  must first have been ticke din the configuration window. To learn more, see page Configuration for sharing relations.

Steps to use:

1.Find a client in PRIM with at least 3 relations, in one of the tabs: "Relations", "Service receiver" or "Partners"

2.In the tab where you find the relation you want to share, select the contact and click on the button "Relations Sharing ».

3.Since you clicked from the tab "Service Receivers", the left section shows relations of this type, and on the right, you have the list of other available relations for this client ("Relations" and "Partners »).

The drop down menu showing "Receiver of service" means that the sharing window has been launched from the "Service receiver" tab. If you want to share another type of relation (such as a partner), you can either close the sharing window and open it again from the "Partner" tab, or just change the option from the drop down menu to "Partner".

4. In the column Recipient, tick at least one contact with whom you want to share the relation. In the example below, we will share the beneficiary with another client with the type "Affiliated".

5.Click on (Save) for the changes to take effect.

6.Now let's open the client file "La maison de Marianne" to check that the client now has the relation "ANN DI MAMBRO" as a service receiver.

7.
 

By default, the main address or a secondary address added in Contact information tab can be defind as the workplace for a client: however, only one address can have this property in this tab. If a client has several workplaces, it is possible tot set up additional workplace addresses in this tab.  

If a main or secondary address has been defined as workplace in the "Contact information" tab, it will be considered as the default workplace when creating a request. If no address has this property, you will have to select the workplace each time, even if a workplace has been created. For this reason, if the client only have one workplace, it is recommended to add the address in the "Contact information" tab.  

To add a workplace :

1.Click on sub-tab Workplaces.

2.Click on (Insert) in the Home ribbon of the window, or on Insert a new address.

3.The window Edit Address is displayed. Fill out the fields with the required information, then click on Save.

No property can be added to a workplace.

4.The workplace has been added and you will be able to select it when creating a request. You can always edit it by clicking on to the right.