Enhanced fact find: Contact Details

[david.mann]

Contact details

The contact details collates client contact information from two sources - contact information and addresses.  This is all displayed in one table.  It also includes a separate table for an address history so that you can add, view or update the client’s previous addresses.

Field label	Field ID (e.g. Xmerge syntax)
Contact details (Contact field group)
Phone / email / fax / contact type	type
Phone / email / fax / contact detail	value
Country code	country_code
Best time to contact	best_time_to_contact
Notes	notes
Address fields (Address field group)
Address type	type
Preferred	preferred
Postcode	postcode
House number	block
Street name	street_name
Second line of address	street_name_2
Town	suburb
County	state
Country	country
Previous address details (Previous address field group)
Postcode	postcode
House number	block
Street name	street_name
Second line of address	street_name_2
Town	suburb
County	state
Country	country
Move in date	start_date
Move out date	end_date
Notes (client-level)
Notes	ind_contact_notes

Useful links

• Main article & video

• Key details
• Health & lifestyle
• Additional support
• Estate
• Dependants
• Goals
• Occupation details
• Income
• Expenses
• Assets
• Liabilities
• Pensions
• Annuities
• Retirement details
• Life insurance
• Health & general insurance
• Affordability
• Death, incapacity & retirement
• Capital Gains Tax
• Professional advisers
• Additional notes
• GDPR & marketing preferences