Related Topics Getting Started Related Topics Getting Started
The Contact Info tab in the Entities Edit Mode allows you to track multiple modes of communication, such as correspondence addresses, telephone numbers, and Internet information.
Fields
Description – The name of the contact.
Type – The type (such as Business Address) of the contact.
Contact Info – The information to be used to contact the entity (whether address, e-mail address, phone number, etc.).
Is Primary – An indication of whether the contact is the primary method of contacting the entity.
An address with a type of Business Address and Is Primary checked will be the default address if this entity is selected as a vendor during invoice entry.
Buttons
New – Click to create a new contact for the entity.
Delete – Click to remove the selected contact for the entity.
Contacts – Click to link the entity with an address entered previously in eCounsel/Secretariat. For example, if a firm employs four lawyers, you can enter the firm's address, then link all four lawyers to the firm's address. If the firm address changes, the change will be reflected in the address of the linked people.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.