Setup (General)

Setting up a contact

Use the
Contact
 dialog to add to the list of available contacts while setting up firm, office, staff, or client contact information. This contact will be available to add to the firm, offices, staff, or clients or may be entered into the application without any associations as a standalone contact. You can also edit contacts in this dialog.

Adding a contact

  1. From the Setup menu, choose Firm, Offices, Staff, or Clients, depending on the type of contact you are setting up.
  2. Select the
    Edit
     button.
    note
    If you are in Firm setup, you do not need to select the
    Edit
     button.
  3. If necessary, select a client, office, or staff member from the list.
  4. Go to the Contact Info tab.
  5. Select the More button next to the
    Additional contacts
     field.
  6. In the
    Additional Contacts
     dialog, right-click the contact list and choose
    Add
     from the context menu.
  7. Enter the contact information in the fields provided. When finished, select
    OK
    .
note
  • You can copy contact setup information from one contact to another. Right-click on the
    Contact
     dialog to access the
    Copy Contact From
     command.
  • 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
    ).
  • If you want email messages for this contact to appear for a client in the Outlook Mail portlet on the Client dashboard, you must do the following:
    1. In either the
      Name
       field or the
      File as
       field, enter the contact’s name so that it exactly matches the contact’s display name on email messages you receive from the contact.
    2. In the
      E-mail
       field, enter the email address exactly as it appears in email messages you receive from the contact.
    3. Verify that the contact is either the primary contact for the client or has been added as an additional contact for the client.

This article applies to:

  • Product: DT Practice