To create a new contact select the contact icon, teal ID card, from the top menu bar.
(screenshot)
From the contact page, select the 'New Contact' button.
(screenshot)
| Anchor | ||||
|---|---|---|---|---|
|
add content
Once in the create contact screen, fill in the details as appropriate.
Fields with an * are required for a contact to be successfully created.
Once the first drop box is selected, either individual or company, the appropriate additional fields will appear.
(screenshot)
The 'Known As' field is useful for individuals who may wish to be addressed under a different name.
Contact Types
Client: Any company or individual for which the business engages in conduct
Other Law Firm:
Other Party:
Supplier:
| Anchor | ||||
|---|---|---|---|---|
|
...
Contacts may have multiple addresses, including Mailing Address, Billing Address and Home Address.
For additional address select the 'New Address' button and select from the drop down the appropriate title.
XXX FROM???
| Anchor | ||||
|---|---|---|---|---|
|
...