Setup (General)

Entering client contact information

  1. From the
    Setup
     menu, choose
    Clients
    .
  2. In the
    Clients
     screen, do one of the following:
    • For a new client, select the
      Add
       button.
    • For an existing client, select the client from the list, and select the
      Edit
       button.
  3. Go to the Contact Info tab.
  4. Enter the contact information in the fields provided.
  5. Select the
    Enter
     button to save the information.
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
    ).
  • The address that you identify as the primary address is used for reports, dashboard portlets, client listings, and so on. The address that you identify as the mailing address is used for invoices and statements.
  • Select the
    Get directions
     link to view driving directions from your office to the contact’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.
  • 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. In the
      Display as
       field, indicate how the client’s name and email address should appear: for example, John Doe (jdoe@company.com).
    4. Verify that the contact is either the primary contact for the client or has been added as an additional contact for the client. Email messages for additional contacts will appear in the Outlook Mail portlet only if they are in the folder specified as the Outlook Public folder via Setup > System Configuration > Outlook > Public Folder.

This article applies to:

  • Product: DT Practice