Contacts List

Contacts Table

The Contacts Table is located on the Executor Tab (to see the Contacts Table, select the Contacts radio button at the top left of the Tab).

You can interact with the Contacts Table like any other EstateExec table: see Using Tables.

• Create Contact: To create a new Contact, click the Create Contact button at the top of the table (or use the Edit | Create Contact menu), then enter the desired information in the new row that will be created at the top of the table.
• Change Contact Details: To change information about a Contact (e.g., street address, phone), click on the desired table cell and make the change. Note that this change will affect any estate item that references the changed Contact (see below).
• Delete Contact: To delete a Contact, select the desired Contact by clicking its checkbox in the leftmost column, then click the Delete button at the top of the table (or use the Edit | Delete Contact menu). Note that deleting a Contact will not delete other estate items that reference that Contact (such as an Asset), and similarly, deleting something that references a Contact will not delete any referenced Contact.

Here are a few helpful things to know about the Contacts table:

• Name: You can use this field for a person's name, the name of a business, or simply the name of a location (e.g., Mom's Safe Deposit Box). The Name can be used to quickly reference this Contact in other places within EstateExec (see below).
• Type: This is simply for your convenience, so for example, you can quickly filter the table to show only Heir contact information.
• Other: There are a couple of columns that don't display by default (such as Province), which you may want to use for quick filtering of the list. As with every EstateExec table, you can choose which columns to display via the menu in the top right of the table.

Contact Integration

You can refer to existing Contacts (or make new ones) from other EstateExec tabs, for example associating contact information with an Asset, Debt, or Heir.

• Create Contact: If an item should be associated with a new Contact you haven't previously entered into EstateExec, simply click on that item's Contact/Location cell, and enter the information in the Contact dialog that appears. Since in this case you are creating a new Contact, be sure to give the Contact a unique Name you haven't already used. The new Contact will also appear in the Contacts Table.
• Use Existing Contact: If you have multiple items all associated with the same contact/address information, you don't have to re-enter all that information for each item: simply click on the item's Contact/Location cell, and in the dialog that appears, start typing the Name you gave the existing Contact (e.g. Mom's Safe Deposit Box), then select that Contact when it appears. The rest of the dialog will automatically fill in with your pre-entered information.
• Change Contact Details: To change the details of an existing Contact, simply click on an item's Contact/Location cell, and in the Contact dialog that appears, make whatever changes you want. Note that these changes will affect every estate item that references this Contact. If you have other items that reference this Contact, and do not wish to change those items' contact information, change the name of this item's Contact to something new, and then make whatever changes you want (essentially, you will be creating a new Contact in this case).
• Switch Contact: If you want to change an estate item's association from one Contact to another, click on an item's Contact/Location cell, and in the Contact dialog that appears, enter the desired Name. If the Contact already exists, select it from the list, and the existing information will appear in the Contact dialog. If you want to create a new Contact, just make sure the Name does not already exist.

Address Book PDF

You can export your contact information into an Address Book via the "Address Book PDF" button at the top right of the Contacts table (see Print Reports: Address Book for options).