Help CenterIntroduction:
In FinView, the contact card feature in a case file is an essential tool that provides a comprehensive view of a debtor’s information. These cards are designed to organise and present critical data in an accessible and efficient manner. This article will delve into the specifics of each type of contact card available in a case and explain their functionality.
- Personal Information Card:
- Purpose: The first contact card contains the personal information of the debtor (case owner).
- Details Included: This card displays a range of information such as the debtor's full name, date and place of birth, employment details, and identification information (if available).
- Functionality: It offers a quick snapshot of the debtor’s identity, aiding in personalizing communication and understanding the debtor’s background.
- Telephone Card:
- Purpose: The Telephone card showcases all the phone numbers associated with the debtor.
- Validation Indicator: FinView includes a validation indicator on this card, showing whether each telephone number is valid or not.
- Functionality: This helps in determining the reliability of the contact numbers and aids in choosing the best number for communication.
- Email Card:
- Purpose: The Email card lists all email addresses linked to the debtor.
- Validation Indicator: Similar to the Telephone card, a validation indicator is provided to assess the validity of each email address.
- Functionality: This feature is crucial for ensuring the effectiveness of email communications and avoiding bounced or unresponsive email addresses.
- Address Card:
- Purpose: This card presents all physical addresses associated with the debtor.
- Validation Indicator: The validity of each address is indicated, helping users understand the currentness and reliability of the provided addresses.
- Functionality: Knowing the debtor’s physical locations can be vital for mailing correspondence or for legal proceedings. Accurate address information is also essential for any field collection activities or personal visits that may be required.
Conclusion: The contact cards in FinView provide a structured and detailed overview of all essential contact information related to a debtor. This system not only ensures that all relevant data is easily accessible in one place but also enhances the accuracy of this information with validation indicators. By utilizing these contact cards, users of FinView can streamline their communication strategies, ensure they are reaching out via valid channels, and maintain a comprehensive understanding of each debtor's profile. This feature is a testament to FinView's commitment to providing a user-friendly and efficient platform for debt collection and management.
More information on the different validation settings can be found in this article: Link