Contacts

Contacts represent all individuals and organisations associated with the OMC — unit owners, residents, directors, solicitors, accountants and any other party with a role in the development. Because an OMC contact may be a company rather than an individual, the system uses the term “Contact” rather than “Person”.

Each contact can be linked to one or more units through ownership or residency roles, and may have multiple roles across different OMCs. The contact record stores communication preferences, email history, associated contacts (e.g. a company with a named representative), and a full audit trail of mailings sent.

Built-in views let you filter the contact list by role — current members, directors, past participants, suppliers and more.

List View

Column	Type	Description
Title	picklist	Salutation title for this contact (e.g. Mr, Ms, Dr).
First Name	text	The contact's first or given name.
Last Name	text	The contact's last name or family name.
Telephone	phone	Primary telephone number for this contact.
Email	email	Email address used for portal access and correspondence.
Mail Status	picklist	The email deliverability status for this contact's address. Indicates if emails are being received, bouncing, or if the contact has opted out.
Entity Type	picklist	Whether this contact is an individual person or an organisation such as a company or trust.
Contact Type	picklist	The relationship type of this contact to the OMC — for example Owner, Director, Solicitor, or Supplier.
Primary Contact	link	For organisation contacts, the named individual who is the primary point of contact.
Mailing Address	longText	Postal mailing address for this contact. Used when sending statements or correspondence by post.
User Name	text	The portal login username for this contact. Set when the contact registers for portal access.
Notes	longText	Internal notes about this contact, visible only to management team members.
Units	grid	Units associated with this contact, including their role and start/end dates.
statusField	icon	Current ownership or membership status indicator.
Unit	link	The unit this contact is associated with.
Role	link	The role this contact holds for this unit (e.g. Owner, Resident).
From	date	The date this person's association with the unit began.
Until	date	The date this person's association with the unit ended.
Notes	longText	Notes about this unit relationship.
Associated Contacts	grid	Other contacts linked to this contact, typically members of the same household or organisation.
Person Name	link	Name of the associated contact.
Telephone	phone	Phone number of the associated contact.
Email	email	Email of the associated contact.
Notes	longText	Notes about this association.

Detail View

Field	Type	Description
Title	picklist	Salutation title for this contact (e.g. Mr, Ms, Dr).
First Name	text	The contact's first or given name.
Last Name	text	The contact's last name or family name.
Telephone	phone	Primary telephone number for this contact.
Email	email	Email address used for portal access and correspondence.
Mail Status	picklist	The email deliverability status for this contact's address. Indicates if emails are being received, bouncing, or if the contact has opted out.
Entity Type	picklist	Whether this contact is an individual person or an organisation such as a company or trust.
Contact Type	picklist	The relationship type of this contact to the OMC — for example Owner, Director, Solicitor, or Supplier.
Primary Contact	link	For organisation contacts, the named individual who is the primary point of contact.
Mailing Address	longText	Postal mailing address for this contact. Used when sending statements or correspondence by post.
User Name	text	The portal login username for this contact. Set when the contact registers for portal access.
Notes	longText	Internal notes about this contact, visible only to management team members.
Open Requests	link	Number of currently open service requests linked to this contact.
Total Requests	link	Total number of service requests ever linked to this contact.
Units	grid	Units associated with this contact, including their role and start/end dates.
statusField	icon	Current ownership or membership status indicator.
Unit	link	The unit this contact is associated with.
Role	link	The role this contact holds for this unit (e.g. Owner, Resident).
From	date	The date this person's association with the unit began.
Until	date	The date this person's association with the unit ended.
Notes	longText	Notes about this unit relationship.
Roles	grid	Non-unit roles assigned to this contact, such as Director or Accountant.
Role	picklist	The role assigned to this contact.
delete	icon	Click to remove item from list
Associated Contacts	grid	Other contacts linked to this contact, typically members of the same household or organisation.
Person Name	link	Name of the associated contact.
Telephone	phone	Phone number of the associated contact.
Email	email	Email of the associated contact.
Notes	longText	Notes about this association.

Available Actions

edit_square

add

add_circle

send

arrow_and_edge

Action	Description
edit_square Edit Email Address
add Associate Contact	Create a new contact associated to this contact
add_circle Create Request
send Send Email
arrow_and_edge Merge	Merge this person record and all related data into another person record

Related Tabs

home

lists

news

mail

attach_file

home	Main	Shows the main form fields as described above
lists	Actions	Scheduled to-do actions related to this contact.
news	Notes	Notes and discussion threads about this contact.
mail	Mailings	Emails sent to this contact from the system.
attach_file	Attached Files	Files attached to this contact record.

Actions

Scheduled to-do actions related to this contact.

Notes

Notes and discussion threads about this contact.

Mailings

Emails sent to this contact from the system.

Field	Type	Description
From	text	The sender email address.
To	text	The recipient email address.
Class	text	The type or class of this email.
Subject	link	The subject line of the email.
Sent	dateTime	The date and time this email was sent.
Size	text	The size of the email message.
Status	number	The HTTP response code from the mail server.
Attached	number	Number of files attached to this email.
Status Text	picklist	The delivery status of this email.

Attached Files

Files attached to this contact record.

Examples

No scenarios available.