Contacts

Contacts is a database containing Contact Records for any current and past FuseSign recipients, along with any data which has been synced into the contact list via Contact Data Sync (refer below).

When you add a recipient to your bundle, this is the database that FuseSign will search to find existing contact records. You should never need to access your contact records directly, but you can do so by clicking Contacts on the side navigation bar accessible from any screen in FuseSign.

FuseSign needs to hold contact records so that if multiple bundles are sent to the exact same contact, they can be verified across all active bundles.

Contacts is not intended as a single source of truth client contact database as it may hold similar or seemingly identical records from many different sources via our integrations. Contacts is not intended to replace your customer relationship management (CRM) system or practice management system.

Contact Data Sync

Contact Data Sync allows you to import contact records from your practice management system, for ease of adding up-to-date recipient details to new bundles.

FuseSign Contact Data Sync integrates with:

• APS Contacts+ Contact Data Sync

• MYOB AE Contact Data Sync

• XPM Contact Data Sync

• CSV Contact Data Sync

Duplicate Contact Management

Contacts includes records created from many different integrations, and we do not try to match and join those records. Avoiding duplication of contacts is impossible and undesirable.

When you add a recipient to your new/draft bundle the contact source will be shown on the selection screen (e.g. APS), and contacts which have active bundles will be prioritised in the search list order.

Editing Contact Records

We have not provided a bulk archive or deletion function for contacts as historical bundle data is tied to contact records, so it is undesirable to delete contacts.

Updating Active Bundle Recipient Details

Refer Updating Active Bundle Recipient Details on the Adding Bundle Recipients page.

Updating Contact Records

It should be rare that you would need to update a contact record directly in your Contact list.

Step 1: Go to Contacts on the side navigation bar accessible from any screen in FuseSign.

Step 2: Search for the contact record you wish to edit.

Step 3: Use the ‘three dot’ menu associated to the record to select either edit or archive the record.

Step 4: You will be presented with the contact record:

• If the contact was created from an external source you will not be able to edit it directly - this is to ensure the contact remains connected through to your external data source and maintain the integrity of your client data.

• To continue with editing the contact record select the Source tab > click Convert to Manual Record > Go to the Edit tab > Make the changes > click Save. The record will no longer sync with your external data source.

You MUST NOT use these instructions to change a contact to an entirely different person as this will affect the recipient details across all active bundles.

External / Imported Contacts (Read Only)

When a contact record has the source set to External it means the record has been imported from an external FuseSign integration (for example FYIDocs, APS Contacts+, and so on).

Contacts created from an external source are read only and cannot be edited directly - this is to ensure the contact remains connected through to your external data source and maintain the integrity of your client data.

Update external / imported contacts through a resync of your connected data source. Go to Settings > Select Contact Data Sync.

Convert to Manual Record

If you cannot update the external source, you may wish to convert the contact record to Manual.

On the contact record > click Source > click Manual.

Converting to manual will allow you to edit the contact, but will disconnect it from the external data source. You can resync it later which will make it read only again.

If you have any questions, please contact our office at support@fuse.work.