Setting up a contact

Adding a contact

From the Setup menu, choose Firm, Offices, Staff, or Clients, depending on the type of contact you are setting up.
Click the Edit button.
note
If you are in Firm setup, you do not need to click the Edit button.
If necessary, select a client, office, or staff member from the list.
Click the Contact Info tab.
Click the More button next to the
Additional contacts
field.
In the Additional Contacts dialog, right-click the contact list and choose Add from the context menu.
Enter the contact information in the fields provided. When finished, click 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.
Click 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:
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.
In the
E-mail
field, enter the email address exactly as it appears in email messages you receive from the contact.
Verify that the contact is either the primary contact for the client or has been added as an additional contact for the client.