• Contacts and Contact Companies lists
  • Overview
  • Adding a Contact
  • Contact properties and options
  • Deleting a Contact
  • Adding a Contact Company
  • Contact Companies properties and options
  • Deleting a Contact Company
  • Printing a list of contacts

Adding a Contact

Set up contacts from the Contacts dialog to file your contact information, and set up relationships between clients and contact companies.

Prerequisites

 With Protection activated, you require the following right in the file

• Contacts: Create/Delete under the Setup: Contacts category

If Cloud Integration is enabled,

• You must be Online to perform this operation. When you are Offline, this operation is disabled.

• Your account on Cloud must be assigned a role that grants Create permission on the Contact object.

Procedure

1. Access the Contacts dialog from the menu Setup | Contacts | Contacts.

2. Specify a Last Name.

   Note: If the form is empty you can enter one immediately, otherwise click New to clear the dialog first.

3. Complete the remaining Contact fields. Use the tabs in this dialog to file additional information on this contact. >>Quick Reference

   

   1. Company

      Associate this contact with an existing company or click Company to create a new Client, Contact Company, or Group.

   2. Clients/Groups

      Associate additional clients and groups with this contact.

4. Click Close to finish or click New to add another contact.

    Note: If Cloud Integration is enabled and you are working Online, then a merge is automatically performed with CaseWare Cloud immediately after this step.

Results

After adding the contact you can add them on the Attention list for clients and groups.

Tips

• You can also set up a new contact by typing a new last name in the Last Name field. Time will ask you to verify the new entry so that you don't inadvertently duplicate contacts.
• Summary or detail Contact Lists can be printed using the automatic documents on the Document Manager. Show me