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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 the

Clients

screen, you can enter your client’s employees as additional contacts.

In the

Staff

screen, 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

Help
Enable Default Terminology

(or by pressing CTRL+SHIFT+H).

To enter additional contact information, select Setup
and then Firm
, Offices
, Staff
, or Clients
, depending on the type of additional contact you want to add.

Select a client, office, or staff member from the list and then select Edit
.

note

If you are in

Firm

setup, you don't need to select Edit
.

Go to the Contact Info
tab.

Select More
Ellipsis

next to the Additional contacts
field.

In the

Additional Contacts

window, select each additional contact from the list on the left and then select Select
or Select All
.

note

To add a new contact, right-click the list of contacts and select Add Contact
. Enter information in the

Contact

window and select OK
to save the new contact.

You can also copy contact setup information from 1 contact to another. Right-click on the Contact Info
tab of any setup screen or on the

Contact

window to access the Copy Contact From
option.

To make changes to the list of contacts, right-click the list of contacts and select Add
, Edit
, or Delete
. You can also select Filter
to narrow down the list of contacts (for example, if you want to display only staff contacts in the list).

You can select the Type
, Contact
, or Company
column heading to sort the contact list by that heading.

Select OK
to return to the setup screen.

Select Enter
to save your changes.

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Subject: Setup

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Setting up additional contacts

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