Overview

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The Contact page has a number of tabs which group contact information together so that details are easy to view and edit if necessary.

Click on the tabs to display the information for that tab on the Contact page. The Tasks bar updates as you change tabs to show the tasks associated with the information on the tab.

Tab	Description
Main tab	This tab displays by default when you open a contact and contains the information identifying the contact and how to contact them along with any notes.
Responsibility tab	This tab is where the people in your practice who are responsible for this client or contact are recorded.
(AE) To Do tab	This tab enables you to create, view and amend the tasks or activities that are planned or completed for the selected contact or client.
Documents tab	This tab displays links to documents that are saved against the client or contact so that everyone can find information relating to a client or contact.
Extra tab	This tab contains any extra information that the practice wants to collect.
Associated tab	This tab lets you define relationships between this client and other clients and contacts in the database.
Addresses tab	This tab displays the contact’s addresses, and is where you edit them. The available task is Maintaining addresses.

The information shown in these tabs is entered during the client or contact creation.

Once you do work for a contact you need to change that contact into a client. See Changing contacts into clients.

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Creating a new client/contact using the wizard (AO)

Creating a new client/contact/supplier using the wizard (AE)

Deleting a contact

Changing contacts into clients

Changing clients into contacts

Notes on the Main tab

Page tree

Versions Compared

Old Version 11

New Version Current

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics