Everyone! Whenever any type of correspondence takes place with an Applicant or a Client Contact, it needs to be logged within Ultra-Staff. Below are the Best Practice steps in order to achieve maximum benefit and results from using the Ultra-Staff Contact Manager.
There are some fundamental items to note about the Ultra-Staff Contact Manager. For example, each contact owner (PC) should have and update only one line in the Contact Detail portion of the screen where their PC code is listed. This line should be updated each time there is any interaction with the Owner and the applicant or client contact. Even though the information in the Last Results field is overwritten, it remains available for viewing from the Notes and Journal screens. Information is never lost when using the Ultra-Staff Contact Manager. All notes are journalized permanently and cannot be deleted by the user.
It is recommended that Owners enter as much information as possible when documenting contact interaction.