This article explains how to automate the creation of client contact records and general contact records when an enquiry is converted into a client or intake record.
When you create an enquiry record, there may be other people or organisations listed on the record that have a relationship with a potential client; for example, a parent, spouse or associated provider. You have the option to automatically create records for these people, in addition to creating a client record, when you convert an enquiry record into an intake or client record.
This option needs to be enabled in your settings and will only apply to new records created after automation is switched on. If a client record already exists, only the related records will be created.
The functionality described in this article requires at least Lumary 19.
This article shows you how to:
Turn the automation on
To turn the automation on:
- Click on the App Launcher.
- Click in the Search apps and items... field.
- Type Lumary Settings.
- Click on the Lumary Settings text link.
- Put a tick in the Enquiry Outcome Client Contact record checkbox.
- Click the Save button.
Automatically generate a record for a client contact
To automatically generate a record:
- Open the enquiry that you wish to create the record for and click on the Edit button.
- Make sure that you've filled in the Last Name field in the Enquirers Details area. Otherwise the client contact record can't be created.
- Select the Converted to Intake or Converted to Client option as required. For more information on these options, see the articles on converting an enquiry to an intake and creating a client record from an enquiry.
- Click the Save button.
- If you click the Contacts tab and search for All Contacts, you will see that records have been created for the client and for the related contact.
- The related contact will also be listed on the client's record on the Associations screen.
