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Main information tab

Pour :Administrateur
View of the 'info tab' page

The Main Information tab is the entry point of a contact's profile. It gathers everything that constitutes their identity and contact details: who this person is, how to reach them, where they live.

All the cards below only appear if they are filled in. A contact without an email doesn't display an Emails card, for example. This avoids visual clutter.

Parents card (only for children)​

If the contact was created as a child linked to one or more parents (typically: a pupil enrolled at Talmud Torah by their family), a Parents card appears at the very top.

It lists each parent with:

  • An icon (gender, status).
  • The clickable first name and last name: a click opens the parent's profile in the side panel.

Example:

  • David COHEN (man)
  • Sarah COHEN (woman)

When this card is present, the child's personal contact details (phones, emails, addresses) are not displayed: it is considered that they are managed at the parents' level.

Death card​

Visible only if the contact is marked as deceased.

It displays, line by line, the following elements when they are entered:

FieldFormat
Date of deathGregorian date DD/MM/YYYY + automatically calculated Hebrew date (e.g.: 15 Tishrei 5786)
Hebrew first nameThe deceased's first name in Hebrew (useful for Hazkara reminders)
Father's first nameHebrew first name of the father
Mother's first nameHebrew first name of the mother
Burial locationFree text

Each line can be copied in one click via the copy icon.

Phones and Emails cards​

These two cards appear side by side when the contact has at least one phone or one email (and they are not a child linked to parents).

Phones​

Each contact's phone is listed on a separate line, with:

  • The type / label (Primary Phone, Office, Home, Business, Other, or any free label).
  • The formatted number according to the country's international conventions (+33 6 12 34 56 70).
  • Four action buttons on the right:
ButtonAction
Green phoneStarts a phone call
Green WhatsAppOpens WhatsApp (web or app) on this number
Cyan SMSOpens an SMS draft
Black copyCopies the raw number to the clipboard

The primary phone is displayed in bold to distinguish it from the secondary ones.

Add or edit phones​

Click on the edit icon at the top right of the card. A window opens allowing you to:

  • Add as many phones as necessary.
  • Define which is the primary (star).
  • Choose a label (Home, Office, etc.) or create your own.
  • Link a phone to an address (useful to distinguish an office number from a personal number).
  • Remove a number.

Emails​

Same principles as phones:

  • List with type / label + email address.
  • The primary is in bold.
  • Two action buttons: Mail (opens a draft to the address) and Copy (clipboard).
  • Editing is done in a dedicated window with the same possibilities (primary star, labels, address link).

Example: David Cohen has a primary email david.cohen@exemple-unisoft.org (Home) and a secondary email dcohen@societe.com (Office, linked to his professional address).

ID number card​

Displayed only if the ID number field is entered.

This field carries an official identifier specific to the contact (for example a Teudat Zehout for Israel, or any other national identification identifier your organization chooses to record).

The number can be copied to the clipboard in one click.

Gift Aid card​

Visible only for organizations in the United Kingdom whose configuration activates Gift Aid collection. This card displays the contact's authorization status:

  • Authorized: the contact has agreed that the State can recover the tax portion of their donations.
  • Not Authorized: the contact has refused or has not responded.

The authorization is modified from the contact edit form.

Addresses card​

Lists all the postal addresses of the contact (the primary address + secondary addresses such as a second home, a company address, etc.).

For each address:

  • The label (for example Primary Address, Cannes House, or the name of a company with its legal identifier).
  • The address lines: street + postal code + city + department + country.
  • A geolocation button that opens a dropdown menu offering:
    • Google Maps
    • Waze
    • Apple Maps The contact opens directly with the address pre-filled for itinerary.
  • A copy button that places the full address in the clipboard.

Edit the addresses​

As for phones and emails, the edit icon at the top right of the card opens a window allowing to add, modify, delete addresses, or to define which is the primary address.

Example: Sarah Lévy lives in Paris (12 rue de la Paix, 75002 Paris) but has a second home (Villa Mimosa, 06400 Cannes). Both addresses are on her profile, with Paris marked as primary.

Date of birth card​

Visible if the contact has a date of birth entered.

Two sub-cards side by side display:

  • Gregorian date of birth: DD/MM/YYYY + calculated age (Is 47 year(s) old).
  • Hebrew date of birth: equivalent in the Jewish calendar (for example 18 Adar 5738) + calculated Hebrew age.

A bell icon indicates whether a birthday reminder is active:

  • Full blue bell: the reminder is scheduled.
  • Empty gray bell: no reminder.

Clicking on the bell (or on the date) opens the reminder configuration window: silence / activate, channel (SMS, email), send date.

Notes card​

At the bottom, a free text area titled Notes lets you write internal remarks about the contact.

  • The area auto-expands as you type.
  • Saving is automatic when you click elsewhere: no button to validate.
  • Any administrator who has access to the profile can consult and modify these notes.

Example: "Prefers to be contacted by email — no SMS on Shabbat. Member of the Tsedaka committee since 2020. Recurring donation of €50 on the 5th of each month."

Going further​