Setup (General)

Setting up additional contacts

In DT Practice, you can set up an unlimited number of additional contacts for clients, staff, office, and firm. For example:
  • In the
    Clients
     screen you can enter your client’s employees as additional contacts.
  • In the
    Staff
     screen, you can set up a staff member’s emergency contact as an additional contact.
  • Your firm may have business affiliates, such as the firm’s attorney, with which staff need to communicate frequently. You can set up the affiliate as a firm additional contact so that their contact information is available to anyone in the firm with the proper security.
  1. To enter additional contact information, choose
    Setup
     and then Firm, Offices, Staff, or Clients, depending on the type of additional contact you want to add.
  2. Select a client, office, or staff member from the list and then select the
    Edit
     button.
    note
    If you are in Firm setup, you do not need to select the
    Edit
     button.
  3. Go to the Contact Info tab.
  4. Select the More button next to the
    Additional contacts
     field.
  5. In the
    Additional Contacts
     dialog, select each additional contact from the list on the left and then select the
    Select
     button. You can use the
    Select All
     button to select all of the contacts at once.
    note
    • To add a new contact, right-click the list of contacts on the left and choose
      Add Contact
      . Enter information in the
      Contact
       dialog as needed and select
      OK
       to save the new contact.
    • You can also copy contact setup information from one contact to another. Right-click on the Contact Info tab of any setup screen or on the
      Contact
       dialog to access the
      Copy Contact From
       command.
    • To make changes to the list of contacts, right-click the list of contacts and choose Add, Edit, or Delete from the context menu. You can also choose Filter from the context menu to narrow down the list of contacts (for example, if you want to see only staff contacts in the list).
    • You can select the Type, Contact, or Company column heading to sort the contact list by that heading.
  6. Select
    OK
     to return to the setup screen.
  7. Select the
    Enter
     button to save your changes.

This article applies to:

  • Product: DT Practice