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Setup

Enter client contact information

Add or update a client contact record, then save the contact details on the Contact Info tab.
  1. From the
    Setup
     menu, choose
    Clients
    .
  2. In the
    Clients
     screen, do one of the following:
    • For a new client, select
      Add
      .
    • For an existing client, select the client from the list, and select
      Edit
      .
  3. Select the
    Contact Info
     tab.
  4. Enter the contact information in the fields provided.
    The
    File as
     field is required.
    The
    City
    ,
    County
    ,
    Country
    , and
    Zip
     fields are custom fieldview fields. You can type a value or select one from the dropdown list. To add a new item, type the item and press
    CTRL+S
     while the cursor remains in the field. You can also right-click the field and choose
    Add
    ,
    Edit
    , or
    Delete
    .
    Select the Down arrow to change the label on a phone number or address, for example, from
    Home
     to
    Mobile
    .
    The address identified as the
    primary
     address is used for reports, dashboard portlets, and client listings. The address identified as the
    mailing
     address is used for invoices and statements.
    Select the
    Get directions
     link to view driving directions from your office to the contact location in your default web browser.
    You can enter up to three email addresses. Select the Down arrow to switch between email address records.
    If you want email messages for this contact to appear for a client in the Outlook Mail portlet on the Client dashboard, do the following:
    1. In either the
      Name
       field or the
      File as
       field, enter the contact name exactly as it appears in email messages you receive from the contact.
    2. In the
      E-mail
       field, enter the email address exactly as it appears in email messages you receive from the contact.
    3. In the
      Display as
       field, indicate how the client name and email address should appear, for example, John Doe (jdoe@company.com).
    4. Verify that the contact is either the primary contact for the client or has been added as an additional contact for the client. Email messages for additional contacts appear in the Outlook Mail portlet only if they are in the folder specified in
      .
  5. Select
    Enter
     to save the information.

This article applies to:

  • Product: Practice CS
  • Subject: Setup