To view the communication details of a contact in an ASB case

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The procedure to view the communication details of a contact in an ASB case is as follows:

  1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
  3. Click on Contacts. The Contacts tab is activated, revealing a list of all contacts and contact groups associated with the ASB case in the Case Contacts summary table.
  4. Highlight the row matching the contact or contact group against which communication preferences have been recorded.
  5. Click on Contact Summary. The Contact Summary window is displayed, with the Communication Details tab activated and revealing all communication preferences recorded against the contact in the summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
  6. Click on Close.


Tip

1 By default, all communication preferences are sorted first by the primary status and then by the effective date; to aid analysis, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 A subset of fields are visible by default; additional fields can be revealed or hidden via the Menu option.


Field

Description

Category

The communication channel e.g. Email, Telephone, Mobile, etc.

Type

The classification of the communication channel e.g. Work Phone, Home Phone, Work Email, Home Email, etc.

Comments

The contextual information linked to the communication channel to qualify any terms of use e.g. A voicemail service is available.

Reference

The syntax of the specific communication channel e.g. a telephone number, an email address, etc.

Primary?

To denote the communication channel as the principal contact route.

Effective From

The date on which the communication channel came into effect.

Effective To

The date on which the communication channel expires, if relevant.


See related topics...

ASB contact management overview

To view the agreement details for a tenant in an ASB case

To view the legal proceedings relevant to an ASB case

Using the search facility