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For a company the additional details section has the following fields:
Custom Fields
Custom Fields are fields that can be used to record additional information about a contact. Custom fields can be edited by going to Settings -> Appliance Settings -> Contacts Tab -> Custom Fields.
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 the title and press Enter. Continue enter, continue to tab through the fields as before.
For a company the 'Key Contact' can be selected from an already existing contact or can be created at this time by clicking on the blue plus arrow beside this field. The 'New Contact' page will appear as a new browser tab.
In the settings, firms are able to add customised fields into the additional details tab for contact. For more information on Settings - Appliance SettingsCustomised Fields click here.
Abbreviations
POA - Power of Attorney
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