Contacts management overview

Housing organisations will interact with many different contacts on a whole range of subjects in any given day. To ensure efficient and professional interactions with these contacts Civica Cx Housing provides a comprehensive data store and rapid retrieval of all relevant pieces of information. The definition of a contact is any person who is known to the housing organisation and therefore needs to be recorded on the database e.g. a tenant, an occupant, an applicant for housing, a carer, etc. Contacts can exist in isolation; they can also be associated with other contacts such as family members or carers. Any number of contact groups can also be created, with one or more contacts added as members of that group. A contact group offers a very efficient method of communicating with all members of that group; these can also be linked together in a hierarchical structure. Presenting the end user with information on how the different groups inter-relate can save valuable time and avoid duplication of effort.

Separate help articles have been created for each key aspect of contact and contact group maintenance, including:

Contacts	Contact Groups
To create a new contact	To create a new contact group
To add a new contact address	To update a contact group address
To update a contact profile	To add a new contact group member
To update income and employment records for a contact	To assign contact group security passwords
To assign contact security passwords	To link a contact group to a hierarchy
To update contact communication details	To view communications for a contact group
To update contact communication preferences	To create contact group alerts