Objectives
- Insert a Contact Person in the data base
Steps
You can add Contacts Persons to App4Legal through the quick Add button quick New button in the main menu of the application or through the plus button on the contact Persons grid.
There are 3 required fields:
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Category: The relation between the contact person and the law firm/Legal department , a standard list of values including Client , Opponent, Partner
Other fields are optional:
Sub-Category: A customizable list of values, to further define the relation with this contact person ex: Internal Client
Company group: You can add company groups into App4legal.
You can add the contactperson's job title and phone number.
If you click on More fields, you can choose if the contact person is a lawyer or an in-house Lawyer, the website, the address information, the reference number : (if you have a numbering that is used to using in the office it can be entered here), nationality, foreign first and last name, date of birth, ID number, and a comment.
Then press save Save. The new Person will be added within the Persons grid.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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