Enter staff contact information

Enter contact information for staff such as name, address, phone number, and more.

Select Setup
, then Staff
.

Do one of the following:

For new staff, select Add
.

For existing staff, select the staff member from the list, then select Edit
.

Select the Contact Info
tab.

Enter the contact information in the fields provided.

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 dropdown list. If you need to add a new item to the list, enter 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 select Add, Edit,
or Delete
from the context menu.

Select Down
to change the label on a phone number or address (for example, from Home
to Mobile
).

Select 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.

Enter up to 3 email addresses.

Select Down
to switch between email address records.

This article applies to:

Product: Practice CS
Subject: Setup

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Success stories

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Highlights

Help

Learn

Enter staff contact information

This article applies to: