This includes their name, business name, phone number, and address. Make sure to provide the contact list information about your customers. Some of the ways to this include: Including the customer information There are things that one must do to ensure that their customer contact list is effective for use. Save your work so that you don’t lose it if your computer breaks down. This will then move the selection to the next cell. Click the cells and then type in the customers’ information then press the tab button on your keyboard. This will modify the table’s color and design. When you are content with your choice, select the thumbnail that you like. Next, point over a color sample to preview the effects. This will then open a chart which has different options for table styles. The table ribbon has a design tab that contains different tools for designing. i.e., the name, address, phone number, and emailĬlick on your table then the table ribbon will open. They even have handy arrow buttons for when you sort them. This will then create columns that you can easily sort. Select the “My table has headers” option and then click the “OK” button. A dialog box with several different options will open. To do this, click on the “Insert” tab and then click on “Table” in the table groups. The next step is to insert the headers into your table. For example, if you want a range with five columns and forty rows, start from the top cells and work your way to the bottom for you to come up with that number. The system saves your additional parties to your contact.Select the cells in your table by simply clicking and then dragging them. Repeat steps 4 – 5 to add more parties as needed.In the lower right corner, click Add more Parties.The Edit Client or Edit Contact screen opens, if applicable. The Add Client or Add Contact screen opens, if applicable, displaying the Values tab. From the Contacts left navigation, click either Client to add a client or Address Book to add a non-client contact.On the Client or Contacts screen, take the appropriate action:.From the Contacts left navigation, select Client or Address Book if applicable.To add other parties’ contact information to a client contact: If you are looking to add matter relations instead, click here. These parties are only for reference or to be chosen as a billing contact for a matter. You can add other parties’ contact information to any contact card. To the right of the field, an edit pencil icon displays.Īdd Additional Parties to a Client or Address Book Contact Under the Client Info column, hover over the name of the client.Atop the Matter Details left navigation, click Summary.Either double-click the applicable matter, or single-click it to highlight, and then from the toolbar, click Edit.Double-click the contact, or single-click it to highlight it, and then from the toolbar, click Edit.From the Contacts left navigation, select Client, Payee, or Address Book if applicable.To add a contact or client from Contacts: From the Type drop-down menu, click the contact type.From the Contacts left navigation, click the Address Book.From the left navigation panel, click Contacts.Complete all other matter information and click Save once complete.Īdding a Non-Client Contact From Contacts.When ready, in the lower right corner, click Save.You can always complete additional information later, by editing this contact in the Contacts area. Only client name and Client ID are required. Next to the Client field, click Add Client.From the left navigation panel, click Matters.To add additional parties to the contact card, in the lower right corner, click Add More Parties.Complete the Phone Numbers section, as desired.If this is identical to the mailing address, check the box beside Same as Mailing Address. Billing Address refers to the address used for integrated payments.In the Notes field, enter any notes relative to the contact, if desired.In the Entity field, enter the company’s name.If the contact is a business, enter the individual who will receive invoices and other transmissions from the software.
In the Name field, enter the contact’s name.Check the box beside Check if client is an entity, if applicable.If you add a contact with type Client in the addressbook area, it will automatically be added to the client tab as well
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