Contacts can be added or merged from a phone report details; call logs, SMS messages, phone books, etc. Contacts can also be added manually from the Global Contacts main screen.
Add a Contact: Contacts can be added to the Global Contact list using the Contact Form, or from an existing Report.
Click the Add button in the toolbar to bring up a New Contact dialog box.
Fill in the New Contact dialog with the initial basic information – Contact Name, Phone Number, and Email Address, and click <OK>.
A blank contact form is displayed.
To add a picture of the contact, click the green PLUS icon in the upper left corner of the form, and select a picture to use for the contact record.
The new picture appears below the generic picture icon.
Right click the new picture and select <Set a Main>. This makes the new picture the main headshot for the Global Contact.
The form contains several sections to list: Additional Names, Phone Numbers, E-mail Addresses, Social Accounts, External System References, Organization Summary. Physical Attributes, Employment History, Financial Information, Criminal History, Vehicle information, and Miscellaneous notes.
Each of these sections is covered in detail below.
At the bottom left of the form is a <Create Report> button that creates a Global Contact Report for the shown contact. The report is in PDF format and can be saved as a file.
Names/Aliases: Additional names and aliases can be entered one per line and are automatically saved each time the <Enter> key is pressed.
Similarly, additional phone numbers and email addresses can be added.
Addresses: To add an address to the contact record, click the <Add Address> button and fill in the address form. There is a checkbox to indicate an international address. Check this box to open an expanded address form.
|
|
There is a section at the bottom for adding a GPS location instead of an address. This is useful if there are coordinates from a GPS device but not an address for plotting. For example, when plotting a vacant lot or unincorporated area.
Social Accounts (Social Media): To add social media account info, click <Add Social Account> and then select the account type from the drop down, and enter the login, password, email and notes.
External System References: Add references to external system (AFIS, CODIS, etc.) by entering the External System followed by any reference number or notification. No actual report data from these systems is kept in the data, only the reference.
Organization Summary: If the subject is listed in an Organization, the name of the organization is listed, and the Rank or Title in that organization can be added.
Physical Attributes: Physical attributes, citizenship, and other distinguishing scars, tattoos, or other unique characteristic can be added – including photos. Some of the physical attribute blocks have a drop down list that can be accessed by clicking the arrow. Some fields are free text. The DOB is a calendar reference and the date can be set by clicking the calendar icon and scrolling to the desired date. When the data has been entered for that field, click the green CHECK icon to add the data to the field.
Employment: Add employment data such as Employer, Title, Wages, Location, and Dates of Employment and click the green CHECK icon to add the data.
Financials: Enter any notes on financial data for the subject by typing on the line. Entries are auto saved when <Enter> key is pressed.
Criminal History: Criminal history is entered by filling out the form and clicking the green PLUS icon to add the record.
Vehicles: Vehicle data can be entered into the record subject by typing on the line. Entries are auto saved when <Enter> key is pressed.
Notes: General notes can be added to the subject record subject by typing on the line. Text does not wrap, <Enter> must be used for new line. Entries are auto saved when <Enter> key is pressed.
Create Report: A PDF report of the subject can be created by clicking <Create Report> and choosing a file location to save the report.
