Setting up additional contacts
In Practice CS, you can set up an unlimited number of additional contacts for clients, staff, office, and firm. For example:
- In theClientsscreen, you can enter your client’s employees as additional contacts.
- In theStaffscreen, you can set up a staff member’s emergency contact as an additional contact.
- Your firm may have business affiliates, such as the firm’s attorney, with which staff need to communicate frequently. You can set up the affiliate as a firm additional contact so that their contact information is available to anyone in the firm with the proper security.
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 (or by pressing CTRL+SHIFT+H).
- To enter additional contact information, selectSetupand thenFirm,Offices,Staff, orClients, depending on the type of additional contact you want to add.
- Select a client, office, or staff member from the list and then selectEdit.noteIf you are inFirmsetup, you don't need to selectEdit.
- Go to theContact Infotab.
- SelectMore
next to the Additional contactsfield. - In theAdditional Contactswindow, select each additional contact from the list on the left and then selectSelectorSelect All.note
- To add a new contact, right-click the list of contacts and selectAdd Contact. Enter information in theContactwindow and selectOKto save the new contact.
- You can also copy contact setup information from 1 contact to another. Right-click on theContact Infotab of any setup screen or on theContactwindow to access theCopy Contact Fromoption.
- To make changes to the list of contacts, right-click the list of contacts and selectAdd,Edit, orDelete. You can also selectFilterto narrow down the list of contacts (for example, if you want to display only staff contacts in the list).
- You can select theType,Contact, orCompanycolumn heading to sort the contact list by that heading.
- SelectOKto return to the setup screen.
- SelectEnterto save your changes.
