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Version: 85.10.0

Customer Contact

This functionality allows users to manage a client's contacts, specifically the individuals associated with a client. It centralizes all contact information, collecting and storing it in a single, accessible location to make management and reference easier. It also enhances communication by enabling more effective and personalized interactions with clients through emails, phone calls, messages, and other channels.

The functionality tracks all interactions with clients, including meetings, calls, emails, and notes, providing a complete overview of the relationship.

Additionally, it records the consents given by each contact regarding data processing purposes and tracks any consents provided.