I'm still not sure how to properly manage cards vs. people. I feel like we should just have everyone as a card.

Hi Scott

A card is designed to be the contact - this could be a person, a group of people or an organization. In a lot of cases (probably the majority) a card and a person are functionally the same.

However there will be many cases where there are multiple people on a single card, or even multiple staff within an organization. Each of these can have their own date of birth, or SSN or occupation.

As an example - if you had a couple purchasing a property, you would have 2 people on 1 card (because you would communicate with them jointly). If one of the pair subsequently came back to instruct your firm for a litigation matter, you would create a new card (for that individual) using the existing person's record.

I hope this clarifies things.

Best Regards

David

LEAP

Hello Scott

Cards are more detailed and include information such as addresses. They are used to represent different tables on matters. People normally contain information of staff members associated with a card. These are like cards, but play less of an important role on a matter and cannot be used to fill a table. For instance, you may enter Example Inc. as a realtor company. In Example Inc. works John Doe. Example Inc. would be the card inserted into the matter, while John Doe would be the staff member(person) assigned to that card.