The contact list
The client list is where you’ll find all of the client folders and clients. View the client list by selecting the Clients tab.
The contact list is where you'll find all of the contacts. View the contact list by selecting the Contacts tab. You'll also find a client's related contacts within each client's record in the Relationships tile.
The prospect list is where you'll find all your prospects. View the prospect list by selecting the Prospects tab. You'll also find a client's related prospects within each client's record in the Relationships tile.
Your list may look different to other colleagues in your practice if the person in charge of administrating Client Management in your office has given you access to a selection of clients instead of all of them.
After reading this topic you will know:
Where to find your contacts in the list.
Key parts of the contact list
|A||Find contacts by entering their names in the search box.|
|B||Add contacts ready to store their details.|
|C||Select Actions for additional actions to take with your contacts.|
You can find a specific contact by using the search tool.
Select the Contacts tab.
In the search box, enter a search term.
Select the magnifying glass icon or press Enter to search.