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.

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The quickest and easier way to create a contact is to tab through the text fields.

Name

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:

Contact Details  

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???

Additional phone numbers and email addresses may be added depending on the contacts' requirements.

To delete a phone number select the red cross next to the field.

Additional Details  

and more still...