Entities Notebook

The Entities notebook is used to manage people and companies within a LawManager system. Each entity is classified with a user-defined entity type that controls the field display. For example, if an entity is a company, LawManager Enterprise displays company-appropriate data fields. The Entities notebook contains multiple tabs that allow entry of multiple addresses, phone numbers, e-mail addresses, notes, related entities, and offices (companies only). Additional tabs display involved matters, calendar events, and employees (companies only).

See

Accessing the Entities Notebook

Adding an Entity Record

Updating an Entity Record

Deleting an Entity Record

Entities Notebook Field Definitions

Entities Notebook Tabs