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The Contact Info tab in the People Edit Mode allows you to track multiple modes of communication, such as postal and e-mail addresses and telephone numbers. Click New to add a new Address or Communication entry to the grid. Click on a record in the grid to make changes to the record.
Fields
Description – The name of the contact.
Type – The type (such as Business Address) of the contact. The name of the person will populate automatically.
Contact Info – The information to be used to contact the person (whether address, e-mail address, phone number, etc.).
Is Primary – An indication of whether the contact is the primary method of contacting the person.
Only one address should be marked as primary.
Buttons
New – Click to create a new contact for the person.
Delete – Click to remove the selected contact for the person.
Contacts – Click to link the person with an address entered previously in eCounsel. 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.