To create a new contact select the contact icon, teal ID card, from the top menu bar.
From the contact page, select the 'New Contact' button.
The quickest and easier way to create a contact is to tab through the text fields, entering all the available information.
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, additional fields will appear.
The 'Known As' field is useful for individuals or companies who may wish to be addressed under a different name.
Contact Types
Client: Any company or individual who employs the services of the business
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
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...