For the majority of Clients all Contacts will be created when the Client itself is created but you may need to add additional Contacts to a Corporate client. This guide will cover the process of creating new Contacts for all Clients but shows the screens associated with a Corporate client.
Click the Client Information icon on the Matter Centre ribbon.
Find the Client and click the Contact Details tab and click the Add button at the top of the screen.
You will now be able to search for the Contact to see if they already exist in the system. If they do, highlight the correct name in the list of matches and click the Select button. If they don’t or none of the matches are the correct details, click the Next button.
In the Contact Type drop down field select Individual.
Enter details for the Contact such as name, address, email address and phone numbers.
When all information has been entered click Finish to create the Contact.
You will be asked if you want to associate the Contact to all Active Matters.