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Best practices for contacts in the client setup

Here is a quick summary of how Practice CS uses contacts:
  • Client Primary Contacts
     usually represent the business entity (except for Individuals, such as 1040 Tax Clients).
  • The
    Client Preferred Contact
     should be a person.
  • The
    Client Billing Contact
     should be a person.
  • Standalone contacts usually represent people.
  • To reduce duplication, filter
    Client Primary Contacts
     out of contact synchronization with Outlook.
The recommended strategies for setting up contacts in various scenarios are as follows:

Larger business with dedicated billing personnel

There are 3 contacts used:
  • The
    Primary Contact
     is an entry that represents a business entity and may share data with CS Professional Suite applications.
  • The
    Preferred Contact
     is usually the person who communicates with the firm regarding the client.
  • The
    Billing Contact
     is the person who receives billing items, including NetClient CS invoices.

Smaller business with a single point of contact

There are 2 contacts used:
  • The
    Primary Contact
     is an entry that represents a business entity and may share data with CS Professional Suite applications.
  • The
    Preferred Contact
     and the
    Billing Contact
     are the same person.

Individuals such as a 1040 tax client

There is only 1 contact here:
  • The
    Primary Contact
     is an entry that represents an individual person and may share data with CS Professional Suite applications.
  • The
    Preferred Contact
     and the
    Billing Contact
     are the same as the
    Primary Contact
    .

This article applies to:

  • Product: Practice CS

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