Contacts

Manage personnel and organizational contact information within MRI Evolution system. Configure contact classifications, statuses, and organizational structures for people associated with buildings, assets, contracts, and helpdesk operations, enabling comprehensive stakeholder management across all operational areas.

Icon Feature Description
Classification
Activity Types

Contacts may be required to undertake certain activities. Creating Activity Types will allow a record to be held of these activities.

Contact Class Types MRI Evolution allows classes to be defined for each Contact, for example Site Manager or Contract Manager.
Employee Types Employee Type is used to identify the different types of Contacts within an organisation, for example: Sub-Contractor or Building Manager.
Grade Types Some Organisations use a grading system for Contacts.
Positions MRI Evolution allows various positions within an organisation to be defined for Contacts.
Contact Teams Teams can be used to create sub-groups within an organisation that Contacts may belong to, for example Fire Marshall’s or First Aiders.
Preferences
Contact Preferences

Available from 4.8.0.0

Administrators can use Queries to control the options shown to Users in the various fields and drop downs that list names in the Contact Manager.

Status
Contact Statuses

Available from 4.8.0.0

Contacts can now have statuses making it much easier for clients to manage their contact directory. Contacts can be moved to History which will remove them from selection in all operational areas without affecting data integrity. Additional statuses can be configured to give full control of the exact status of contacts

Desk Status Desk status is used to indicate modes of ownership or use of a desk by Contacts.