Using the Contact Points screen provides a structured way to manage every contact method linked to a Debtor or related person. Accurate contact details are essential for communication, billing, follow-ups, and resolving account matters efficiently. By viewing, filtering, and editing Contact Points in one central area, you ensure that each Debtor has up-to-date and reliable information assigned to the correct person. This improves workflow accuracy, supports proper recordkeeping, and allows users to quickly identify, update, and maintain the contact details needed for smooth account and communication processes.
Web App:
Roadmap 1: NW > MOD Diary - S Diary > Desired Patient Booking > SB Diary > B Debtor Edit - S Debtor Details > B Contact Point List - S Contact Points
Roadmap 2: NW > MOD Debtors - S Debtor > Desired Debtor > SB Debtor > B Debtor Edit - S Debtor Details > B Contact Point List - S Contact Points