| Redress Manager 2023 Contact History |
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a) |
Applicant name. This can be any party on the client records |
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b) |
Type is predefined contact type (configurable) |
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c) |
Text field can be used to add note. On an SQL version of Redress Manager, the text field has a maximum character length of 1024. |
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d) |
Document allows for a file to be uploaded alongside the entry. File can be text or word document, PDF or Excel spreadsheet |
The grid displays previous contact history information with the most recent at the top. Note when loading importing / exporting information using the Case Transfer module, entries are automatically created in the contact history.
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Save contact history |
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Print contact history information |
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Create PDF file. When selecting this option you will be requested to enter a file name for the file. PDF files replicate printed output and FREE readers are available. |
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Exit current screen |
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