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From the contact page, select the 'New Contact' button.
The quickest and easier easiest 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 it can also be used for the firm’s marketing purposes.
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Client: Any company or individual who employs the services of the business.
The basic cycle involving clients is as follows:
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Other Law Firm: Any law firm separate from the organisation.
Other Party: Any other contact type, including employees and the Australian Taxation Office.
Supplier: Any company or individual who supplies the business with goods or services.
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By changing the labels in this section, the new contacts page will default to showing these customised fields under the 'Additional Details' tab. KEY? The custom fields can be useful for recording information which may be useful to your specific firm, or for specific matters.
NOTE: For quick data entry to , open the 'Additional Details' fields tab onto on the title and press enter, continue to tab through the fields as before.
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In the settings, firms are able to add customised fields into the additional details tab for contact. For more information on Settings - Appliance Settings Customised Fields click here.
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