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The quickest and easier way to create a contact is to tab through the text fields, entering all the available information.
Not only does the contacts section of the module serve as a complete contacts and client database, but can also be used for the firm’s marketing purposes.
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Once in the create contact screen, fill in the details as appropriate.
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Client: Any company or individual who employs the services of the business
The basic cycle involving clients is as follows:
Other Law Firm: Any law firm separate from the organisation
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Field positions can also be customised to suit individual contacts. To move a field upwards or downwards select the blue arrows to the right of the field. This customisation is useful for indicating the primary, secondary and so forth methods of communication with a contact.
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add explanations of stuff here
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