Contacts
A Stakeholder's Contact Card contains information specific to that stakeholder. For example, their email address, name or phone number.
Additional data on that stakeholder can be saved against Contact Field Definitions. This could include their correspondence address, occupation or National Insurance number.
Contact Field Definition's can be used within InTouch's forms, to collect information on that stakeholder.
These Data Markers can then be used within email, document and SMS templates to automatically recall that data.
A list of your Contacts can be found within the Contacts area on your lefthand toolbar.
