The contact book

All the contacts in your client database are listed in the client centre contact book. From the contact book, you can access the contact detail page for a contact, add a new contact, and merge contacts.

To access the contact book:

1. Click on the user icon on the top right-hand corner of the Issuer centre.
2. From the dropdown menu, click on Client centre.
3. In the client centre menu, click on Contacts.

The contact book organises the contacts in tabs for the following categories:

• All
• Individuals
• Companies
• Trusts
• Partnerships

Each tab lists all the contacts in that category in a table. All contacts can be identified by a unique ID. Depending on the type of contact, the tables can be filtered and sorted by the following columns:

• ID (all)
• Name (all)
• Date of Birth (individuals)
• Mobile number  (individuals)
• ACN/ABN (entities)
• Trust type (trusts)
• Address (all)

Accessing the contact detail page for a contact

To access a contact’s contact detail page from the contact book:

1. Locate the contact in the contact book by filtering or sorting the contact tables.
2. Click the view/edit button in the contact’s row to go to their contact detail page.

Add a new contact

To add a new contact to the contact book:

1. Click Add new contact from the top right of the contact book.
2. From the dropdown, select the type of contact you want to add.
3. The Create contact wizard will guide you through the steps to enter basic information for each contact type.
4. You can add further details on the new contact’s contact detail page. 

See Add a new contact for more information about adding a contact.

Merge contacts

If you have duplicate contacts, you can merge them into one contact. The merged contact will replace the duplicates in any holder they were used in.

To merge contacts from the contact book:

1. In the client centre menu, click on Contacts.
2. Find the two contacts you wish to merge and select them by checking the box in the first column of the row.
3. From the Actions menu at the top of the contact table, select Compare/merge contact.
4. On the Compare and merge contacts page, there will be a row for each record comparing the value for both contacts.
   • Where values between the two contacts are the same, the Options column will display Match.
   • Where values between the two contacts differ and there can only be one value per contact, both values will display a radio button and the Options column will display Select one. Select one of the values to retain in the merged contact.
   • Where values between the two contacts differ and there can be multiple values per contact, all values will display a checkbox and the Option column will display Select to retain. Select any values you wish to retain in the merged contact.
   • Any GreenID verification results or PEP and watchlist screening results recorded for either contact will be retained in the merged contact.
   • Any notes entered in the verification section for either contact will be retained.
5. When all selections have been made, click Merge contacts. Once the merge is completed you will be taken to the contact details page of the merged contact.