Managing contacts

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Practice CS enables you to manage multiple contacts for your clients, as well as standalone contacts who may be associated with no clients or several clients. You can enter contact information and manage contacts on the Contact Info tab of the Clients setup screen.

Types of contacts

You can designate four separate types of contacts for clients in Practice CS:

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Card views

The Contact Info tab of the Clients setup screen provides four different ways to view your designated contacts, in the form of "cards" that show different sets of information.

If the same contact is shown more than once (for example, the same person serves as both primary and preferred contacts), only the File as field is shown for additional instances.

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Working with contact cards

In edit mode, contact cards offer several functions.

Contacts listed as preferred or billing contacts are omitted from the list of additional contacts.

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Related topics

Changing preferred or billing contacts

Entering client contact information

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