Client Contact Search Report
This article provides detailed information relating to the Client Contact Search Report which can be utilised to find Client Contacts which meet specific criteria, for example, Emergency, Billing and/or Primary Client Contacts.
There are also the options of downloading a CSV file of the results List, or functionality to email these Client Contacts directly from the List.
Audience: Team Leaders, Support Staff and those tasked with sending communications to Client Contacts
The results returned from this Search Report are relative to the Client records the Staff Member generating the Report has access to, based on the Site/Services they have listed in their Staff Account, and/or any high-level global privileges they have been granted.
The following list summarises the content within this article. Click on the links below to take you to the relevant sections:
- Where is Client Contact information entered?
- How to access this Report
- Search Criteria
- List Results
- Download Client Contact List
- Email All Client Contacts in this List
Where is Client Contact information entered?
Client Contact information is entered on the Contacts tab of a Client record:
The following information can be recorded for each of the Client's Contacts, who can also be selected as the Client's Primary Contact or Billing Contact :
- Relationship (to Client)
- Emergency Contact
- Primary Carer
- Lives with Client
- Interpreter Required
- Date of Birth and Age
- Contact Details - Call Times, Work/Home/Mobile phone numbers, Street Address
- Assists Client With
- Debtor ID
How to access this Report
Select 'Reports' from the Dashboard:
Navigate to the Client Records subsection of the Clients section of the Reports menu and select 'Client Contact Search':
A range of search criteria is available to select from that can be used independently, or in conjunction, to search across Client Contact records in SupportAbility:
The following search criteria are available in the Client Contact Search Report:
How to Generate the Report
Once the desired parameters have been set select 'Search' to generate a list of Contacts which meet the specified criteria:
Once the report has been generated, the onscreen results List displays with the following headers:
- Contact Name
- Client Name
- Primary Carer
- Lives with Client
- Preferred Contact Method
Download Client Contact List
This List can be downloaded into a CSV file via the 'Actions' menu where required:
The CSV file contains more columns of information than those displayed onscreen and separates the information into First and Last Name for both the Contact and Client and the Address is split into Address (Street), Suburb, State and Postcode:
The data from this file can also be used by your organisation's label program to generate labels.
From the upgrade to SupportAbility v7.10 (June, 2021), additional columns of information have been included in this export to assist with finance integration. It is often the case that identifiers are required in this process and thus, the following data has been added to this export:
- Billing Contact SupportAbility Customer ID - a unique identifier that is auto-generated by SupportAbility based on the specific type of record this is, in this case, it is only included for those Client Contacts who have been set as the Client's Billing Contact on the Contacts tab of the Client record e.g. CC_1.
The two letters represent the type of record it is i.e. CC as this is a Client Contact record and the number represents the SupportAbility record ID.
- Billing Contact Debtor ID - populates when a Debtor ID has been manually entered in the corresponding field for the Client's Billing Contact in the Contacts tab of the Client record
- Client SupportAbility Customer ID - a unique identifier that is auto-generated by SupportAbility based on the specific type of record this is, in this case, the Client record e.g. CL_2.
The two letters represent the type of record it is i.e. CL as this is a Client record and the number represents the SupportAbility record ID.
- Client Debtor ID - populates when a Debtor ID has been manually entered in the corresponding field for the Client on the Client Details tab of the Client record
N.B. The SupportAbility auto-generated Customer ID's (both Billing Contact and Client Contact) are generally used by ERP/enterprise systems with custom integrations with specific finance systems such as Nav Dynamics, Microsoft Business Central and SAP B1 and therefore this information is only relevant where an organisation uses such a custom export.
Similarly, only some finance systems require a 'Debtor ID' (otherwise known as Card ID for example for MYOB) in order to match Invoice data. Therefore, this is only required when an organisation uses a finance system this is required for, and it is only required for the Clients, Client Contacts and Contact records your organisation will be generating Invoices for, and not everyone.
Email All Client Contacts in this List
Once the results List has been generated, the 'Email all client contacts in this list' feature is available for sending bulk communications:
N.B. This feature caps the number of email recipients to a maximum of 20. If the results List exceeds this number and the 'Email all client contacts in this list' button is selected a warning message will display as follows:
A possible workaround for this is to create Client Contact Tags in System Preferences::Tags and assign these to the relevant Client Contact records, grouping them up to a maximum of 20. The Client Contact Search can then be filtered by these Tags, in combination with other filters e.g. Site/Service, thus ensuring the Search results remain below the cap of 20 people.