How to add a new contact in App4Legal?

Objectives

• Insert a Contact in the data base

Environment

• Contact Module

Additional Information

• Add a new Contact

Procedure

You can add Contacts to App4Legal through the quick Add button in the main menu of the application or through the plus button on the contact grid.

There are 3 required fields:

• First Name
• Last Name
• Category. 

Category: The relation between the contact 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 ex: Internal Client

Company group: You can add company groups into App4legal.

You can add  the contact's job title and  phone number.

If you click on More fields,  you can choose if the contact is a lawyer or an in-house Lawyer,  the website , the address information,

the reference number :if you have a numbering that are used to using in the office it can be entered here, nationality, foreign first and last name, date of birth, ID number and a comment .

Then press save.