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A contact is a company or a person known to the firm: customer, billing contact, related party (opposing party, expert…), business introducer, prospect. Every related party of a matter must exist as a contact, because the conflict of interest check relies on the contact base.
- Open the Contacts list, then choose New.
- Choose the Type: Company or Person. A person can be linked to a company.
- Fill in the name, the business relation, the industry, the company registration numbers, then the address and contact details.
- If needed, complete the invoicing options: they’re copied to the customer. See Invoicing and payment options.
- Alternative addresses: a contact can have several addresses.
- Salutations: the greeting used in letters, by language, is set up in Salutations.
- Origin: see Track business origination.
For more information, see Manage contacts.