Adding or Editing Client Associate Contacts

The client associate contact profile allows you to add or edit contact information for a person, such as a banker or lawyer who works with the client associate.

Note: The name entered for each contact is used as the legal name for the contact.

To add or edit client associate contact information, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following:
   • Add a new client profile. See Adding a New Client for more information.
   • Open an existing client profile. See Editing a Client for more information.
3. Click Associates under Profile Information on the navigation panel.
4. Do one of the following to display the client associate profile:
   • Add an associate. Click New on the button bar to add a client associate.
   • Open an associate. Select an associate in the grid and click Open on the button bar to edit an existing client associate.
5. Click Contacts on the navigation panel. Any existing contacts created for the client associate are listed in the grid.
6. Do one of the following to display the client associate contact profile:
   • Add an associate contact. Click New on the button bar to add a client associate contact.
   • Open an associate contact. Select a contact in the grid and click Open on the button bar to edit an existing client associate contact.
7. Click Full Name to enter the contact's name. Full name can include title, first, middle, and last names, and a suffix. First and last names are required.
8. Click OK.
9. Enter the client associate contact information on the General tab. Explain the components of the window.

Component	Description
Category	Select a category by which you can sort or organize contacts. See Managing Contact Categories for more information.
Salutation	Enter the preferred salutation to use as the name entered in correspondence to the contact. For example, you would enter Bob for a contact who prefers Bob instead of Robert.
Job title	Enter a title to identify the position of the contact in correspondence.
Use client associate addresses	Select this option to use address information from the client associate profile. When selected, the address options are not available in the Client Associate Contact Profile window and the client associate's information does not display.
Enter contact addresses	Select this option if the contact's address information will be used in the client associate contact profile.
Use client associate phone numbers	Select this option to use information from the client associate profile. When selected, the phone number options are not available in the client associate contact profile and the client's information does not display.
Enter contact phone numbers	Select this option if the contact's phone information will be used in the client associate contact profile.
Addresses	Click at the top of the Addresses group and select an address type (for example, Business or Home). Click to open the Check Address window and enter or change address information for the type selected. You can set multiple address types. A check mark displays next to the types that are in use. Note: The list of countries is compliant with accepted IRS country names. You do not need to re-enter the selected country name in tax returns.
Addresses - Primary	Click the Primary button to display and select the primary address from the list of entered address types.
Addresses - Mailing	Click the Mailing button to display and select the mailing address from the list of entered address types.
Phone numbers	Click and select a phone number type. Click to open the Check Phone Number window and enter or change phone information for the type selected. A check mark displays next to the types that are in use. Notes: During the Practice data migration from your pre-existing version of the product, a default area code may have been added to the phone number if one did not previously exist. The list of countries is compliant with accepted IRS country names. You do not need to re-enter the selected country name in tax returns.
Phone numbers - Primary	Click the Primary button to display and select the primary phone number from the list of entered phone numbers.
Email addresses	Click to select the email address type, and then enter or change information in the box provided. The email address must contain three parts: the name, the @ symbol, and the domain. For example, first.last@company.com.
Email addresses - Primary	Click the Primary button to display and select the primary email address from the list.
Instant messenger addresses	Click to select the IM address type, and then enter the IM address in the box provided. The IM address must contain three parts: the name, the @ symbol, and the domain. For example, first.last@company.com.
Instant messenger addresses - Provider	Click the Provider button to select the provider for each address entered.

10. Click Notes on the navigation panel to document specific information about this client associate contact. See Managing Client Associate Notes for more information.
11. Click one of the client associate contact profile Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new client associate contact. This option is available only when you are creating a new client associate contact.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.

12. Click one of the client associate profile Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a client associate. This option is available only when you are creating a client associate.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.

Important: You must save the client associate profile to save the client associate contact information.

13. If you also changed settings in the client profile, click one of the Save buttons or cancel.

    Button	Description
    Save	Saves the changes and the window stays open for editing.
    Save & New	Saves the changes and opens a new window to create a client. This option is available only when you are creating a client.
    Save & Close	Saves the changes and exits the window.
    Cancel	Exits the window without saving your changes.

Notes:

• See Managing the Firm's Custom Address and Phone Types for information about setting up custom address and phone number types.
• For information about updating multiple selected clients, see Editing a Client.