Objectives
- Insert a Person in the data basedatabase
Steps
You can add Persons to App4Legal LEXZUR through the quick New Create button in the main menu of the application or through or the plus button on the Persons person grid.
There are 3 required fields:
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Category: The relation between the person and the law firm/Legal department, a standard list of values including Client, Opponent, Partner
Other fields are optional:
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Company group: You can add company groups into App4legalLEXZUR.
You can add the person's job title and phone number.
If you click on More fieldsContact Info, you can choose if the person is a lawyer or an in-house Lawyer, add the website. From Address, you can set the address information, the reference number (if you have a numbering that is used in the office it can be entered here), n. Nationality, foreign first and last name, date of birth, and ID number , and a comment.can be specified from Personal Details.
Then press Save. The new Person will be added within to the Persons person grid.
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!