Just as a destination wedding pulls together our guests to be at a specific location for a specific purpose, so too, does the Contact Type identify the specific Tablocation where that Contact Record will automatically be available in the Contact Record dropdown to populate the field. For example, Contact Records with a Contact Type of “Doctor” or “Hospital” will appear on the Medical Tab, whereas Contact Records with a Contact Type of “Adjuster” will appear on the Insurance/Liens Tab.
Set Destinations for your Contact Types [Settings > Contact Types:]
For example, if you want anyone with the Contact Type of “Adjuster” to appear on the Insurance/Liens Tab, check the box under the “Insurance” column.
Next, create a Contact Record with the Contact Type of “Adjuster.”
Go to the Insurance/Liens Tab to find your Contact Record under the “Adjuster” column!
What will happen if you forget to use the correct Contact Type? The name of the Adjuster you’re looking for won’t appear in the dropdown field when trying to complete the Insurance/Liens Tab and that record won’t display with other like-records when searching the Address Book by Contact Type “Adjusters.”
For more information on Contact Management in TrialWorks, please call our office at (305) 357-6500 and ask for the Training Department. Stay tuned for more Tips, make sure to check out our website for more information on TrialWorks 11!