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Firm administration

Enter staff contact information

Enter contact information for staff such as name, address, phone number, and more.
  1. Select
    Setup
    , then
    Staff
    .
  2. Do one of the following:
    1. For new staff, select
      Add
      .
    2. For existing staff, select the staff member from the list, then select
      Edit
      .
  3. Select the
    Contact Info
     tab.
  4. 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.
  5. Select
    Down
     to change the label on a phone number or address (for example, from
    Home
     to
    Mobile
    ).
  6. 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.
  7. Enter up to 3 email addresses.
  8. Select
    Down
     to switch between email address records.

This article applies to:

  • Product: Practice CS
  • Subject: Setup

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