A variety of categories can be assigned when creating contacts for clients or client associates. These categories are used to describe the contact's position or relationship to the client. For example, some common client contact categories are: accounts payable, primary, CEO, COO, partner, and controller.
Typically, a client contact is the staff within your firm who communicates with the client or is responsible in providing services to or representation for the client. Individuals, businesses, or other entities outside your firm are considered client associates. See Managing Client Associates for more information.
To manage this list item, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click
- Click Client Lists > Contact Categories on the navigation panel.
- Do one of the following:
- Add a record. Click the plus sign beside the Add cell in the grid, enter the new name or identifier, and press Enter.
- Edit a record. Double-click a record in the grid, enter a new value, and press Enter.
- Delete a record. Select an item in the grid and click Delete on the button bar, or right-click an item in the grid and select Delete from the menu.
- Sort records. Click a column header to sort a column in ascending or descending order, or right-click the cell in the grid and select a sort option from the menu.
- Print the grid. Click Print on the button bar, or right-click the grid and select Print from the menu to print the entire grid.