Objectives
- Insert a
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- Person in the
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- database
Steps
Environment
- Contact Module
Additional Information
- Add a new Contact
Procedure
You can add
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Persons to
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LEXZUR through the
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quick Create button in the main menu of the application
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or the plus button on the
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person grid.
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There are 3 required fields:
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Category: The relation between the contact person and the law firm/Legal department, a standard list of values including Client, Opponent, Partner
Other fields are optional:
Sub-Category: A customizable list of values, to further define the relation with this contact person ex: Internal Client
Company group: You can add company groups into App4legalLEXZUR.
You can add the contactthe person's job title and and phone number.
If you click on More fieldsContact Info, you can choose if the contact 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 are used to using 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.
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Then press Save. The new Person will be added to the person grid.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
