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, click the Add button.
    • For existing staff, select the staff member from the list, and click the Edit button.
  3. Click the Contact Info tab.
  4. Enter the contact information in the fields provided.
    For additional tasks, see the links at the bottom of this topic.
    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.
  5. Click the Down arrow button to change the label on a phone number or address (for example, from
    Home
     to
    Mobile
    ).
  6. Click 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.
  7. You can enter up to three email addresses. Click the Down arrow button to switch between email address records.

This article applies to:

  • Product: Digita Practice Advanced