The Contact Details Page provides a lot of useful and important information about a contact record. Let's take a look at the various sections of the Contact Details Page.
You will notice there are a series of tabs you can select: Contact Info, Case Link, Contact Activity, Notes, Billing, Messages, Text Messages, and Emails. Let's take a closer look at each one of these sections.
Contact Info Tab
This tab will display all the contact information for the person. It also displays the custom fields that you have in the system for them.
Case Link Tab
This tab will display all the cases/matters that this person has been linked to. You can view their linked cases, as well as link them to additional cases using the Add Case Link button (right side of the screen).
Contact Activity Tab
This tab will display the Client Portal activity for your client or contact.
This tab will display all of the notes that have been linked to this person.
This tab will show all of the billing information that is associated with this person. You will notice a sub-tabs for:
Trust History: Displays a ledger of all deposits and withdrawals made to their trust account. You can make deposits and withdrawals from this screen as well.
Credit History (if enabled): Display ledger of all deposits and withdrawals made to their non-trust credit account. You can make deposits and withdrawals from this screen as well.
Requested Funds: Displays a list of all the requests for funds that you have sent the client.
Invoices: Displays a list of all the invoices that are associated with this person's cases/matters.
This tab displays all of the Messages and Email Messages (saved using the old Email Integration tool) that are linked to this person. Email Messages are differentiated from internal MyCase Messages by the envelope icons.
Text Messages Tab
This tab displays all text messages that have been sent to the client through the MyCase Text Messaging feature.
This tab displays all emails that have been resolved to the contact through the MyCase Mailbox integration.