Setup firm administration

Entering staff contact information

Enter contact information for staff such as name, address, phone number, and more.
  1. From the
    Setup
     menu, choose
    Staff
    .
  2. In the
    Staff
     screen, do one of the following:
    • For new staff, select the
      Add
       button.
    • For existing staff, select the staff member from the list, and select the
      Edit
       button.
  3. Go to the Contact Info tab.
  4. Enter the contact information in the fields provided.
note
  • The
    File as
     field is a required field.
  • The
    City, County, Country,
     and
    Zip
     fields are custom fieldview fields. In a custom fieldview field, you can enter the information or select it from the drop-down list. If you need to add a new item to the list, type the item you want to add and press CTRL+S while the cursor is still in the field. You can also right-click the field and choose
    Add, Edit,
    or
    Delete
    from the context menu.
  • Select the Down arrow button to change the label on a phone number or address (for example, from
    Home
     to
    Mobile
    ).
  • Select the
    Get directions
     link to view driving directions from your office to the staff member’s location using MapQuest. The directions will open in your default web browser.
  • You can enter up to three email addresses. Select the Down arrow button to switch between email address records.

This article applies to:

  • Product: DT Practice