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Setup

Manage contacts

You can manage multiple contacts for your clients, as well as standalone contacts who may be associated with no clients or several clients. You can enter contact information and manage contacts on the
Contact Info
 tab of the
Clients setup
 screen.

Types of contacts

You can designate 4 separate types of contacts for clients:
  • Primary contact
     — This contact is the main entry for the client, and may be either a company or a person. The primary address, phone number, and email address for this contact are included in data sharing with other applications.
  • Preferred contact
     — This contact is the person who represents the client in its relationship with your firm. By default, the primary contact is also designated as the preferred contact, but you can designate any contact (including internal staff or office contacts) as the preferred contact.
  • Billing contact
     — This contact is the person billing communications for the client (such as invoices) are addressed to. By default, the primary contact is also designated as the billing contact, but you can designate any contact (including internal staff or office contacts) as the billing contact.
  • Additional contacts
     — These contacts can be additional employees of the client or other contacts associated with the client (such as an attorney).

Card views

The
Contact Info
 tab of the
Clients setup
 screen provides 4 different ways to view your designated contacts, in the form of cards that show different sets of information.
  • File As
     card — Shows only the contents of the
    File as
     field for all contacts
  • Name
     card — Shows the contents of the
    File as
     field, plus the
    Name
    ,
    Title
    , and
    Company
     fields
  • Primary
     card — Shows the contents of the following fields:
    • File as
    • Name
    • Title
    • Company
    • Phone
       (primary)
    • E-mail
       (primary)
    • Address
       (primary)
  • Business
     card — Shows the fields from the
    Primary
     card, plus any additional phone numbers, email addresses, or street addresses entered for contacts. The primary values are in bold.
If the same contact is shown more than once (for example, the same person serves as both primary and preferred contacts), only the
File as
 field is shown for additional instances.

Working with contact cards

Select
Edit
, to change contact cards.
  • Right-click or select the down arrow to select another preferred or billing contact from a list of contacts.
  • Select
    More
     to add or subtract contacts from the list of additional contacts for the client.
    note
    When you remove an additional contact, that contact is no longer listed in the
    Additional Contacts
     field for the client, but isn't deleted from your overall list of contacts.
  • Right-click to add a new contact.
  • Right-click to remove the selected contact from the list of additional contacts for the client (not available for the contact designated as the primary contact for the client).
Contacts listed as preferred or billing contacts are omitted from the list of additional contacts.

This article applies to:

  • Product: Practice CS
  • Subject: Clients