The Contact Overview screen is used to manage the details for the contact displayed in the context bar.

Where there are multiple contacts against a client, the primary contact will be the default displayed in the context bar. Highlighting a specific contact then clicking the Select button changes the contact displayed in the context bar. This can also be achieved by using the Cycle Through Client Contacts arrow next to the contact name in the context bar.

In Framework ECM 2020

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In Framework ECM v7.1 Middle Name has been added to the information that can be collected for the Contact.

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