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The contact tab groups all contact-related diary actions. It also provides you with all the tools necessary to manage contact-related actions. You have the ability to manage emails, track calls, reply, and enter contact notes from the contact tab.

If your Outlook inbox is linked with Moveware, the Contact tab will also display a record of any inbound and outbound e-mails.

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How to Access the Contact Tab

1. Click on the Jobs Menu.
2. Search and select the relevant job.
3. Click on the Contact Tab.

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The Contact Tab and the Diary Tab

All diary actions are managed in the Diary tab, including contact with the client; however, because of the size of the Diary on a typical job, contact actions are hidden by default to keep the list of Diary actions less cluttered.   

It is still possible to use the “Contact” check-box [] to toggle these diary items on/off from the Diary tab, but we recommend using the Contact tab to access a clearer visual summary of all contact actions related to a job.

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How to Add a New Contact Record

Clicking the Add button from the Contact tab will open the “Add Client Contact” box. From here, it is very useful to use the Discussion contact type in order to keep a record of internal communication, especially for companies of a larger size.   If you create a note using this feature the notepad icon will appear [], allowing for the quick entry of additional notes.

You can also use the “To” field in order to send this note as an e-mail. Selecting the address book icon [] will give you the option to choose e-mails from the database. This feature allows you to engage in an ongoing conversation internally that is tracked via date and time.   

When the conversation has ended and any issues resolved, you can simply use the blue checkmark [] to mark it as completed and close the conversation.  

When a job is booked, it is also possible to configure the system to create one or more automatic conversations. For example: when a job is booked, we can configure Moveware to automatically create two conversations – a conversation between sales to operations, and operations to quality.   

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