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Setup

Set up a contact

Use the
Contact
 window to add to the list of available contacts while setting up firm, office, staff, or client contact information. This contact will be available to add to the firm, offices, staff, or clients or may be entered into the application without any associations as a standalone contact. You can also edit contacts in this window.
note
Clients, office, staff, and firm are user-defined terminology items. Your firm may refer to them by different names. You can view the default names for user-defined items by selecting
Help
, then
Enable Default Terminology
 (or by pressing CTRL+SHIFT+H).

Adding a contact

  1. From the
    Setup
     menu, select
    Firm
    ,
    Offices
    ,
    Staff
    , or
    Clients
    , depending on the type of contact you are setting up.
  2. Select
    Edit
    .
    note
    If you are in
    Firm
     setup, you don't need to select
    Edit
    .
  3. If necessary, select a client, office, or staff member from the list.
  4. Go to the
    Contact Info
     tab.
  5. Select
    More
     next to the
    Additional contacts
     field.
  6. In the
    Additional Contacts
     window, right-click the contact list and select
    Add
    .
  7. Enter the contact information in the fields provided. When finished, select
    OK
    .
note
  • You can copy contact setup information from 1 contact to another. Right-click in the
    Contact
     window to access the
    Copy Contact From
     option.
  • The
    File as
     field is required.
  • 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
    .
  • Select the down arrow 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 need to do the following:
    1. 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.
    2. In the
      E-mail
       field, enter the email address exactly as it appears in email messages you receive from the contact.
    3. Verify that the contact is either the primary contact for the client or has been added as an additional contact for the client.

This article applies to:

  • Product: Practice CS
  • Subject: Setup