Attaching Contacts to records

  1. Search for the record you want to attach a Contact to.
  2. Right-click and select the Locations - Attach Contact option.

    The Attach Contact dialog box appears.

    • Contact Name - type the new Contact you want to attach or use KwikSelect to search for one.

      If the Contact name has not been recorded previously, you can create a new Contact, see Creating Locations for details.

    • Contact Type - select the type of Contact from the drop-down list:
      • Author - default - the author of the record, usually the person or organization who wrote the document
      • Addressee - the person who the document is addressed to
      • Representative - the person or organization who is a representative for the document - i.e. the person or organization who writes on behalf of another. For example, a lawyer representing a claimant.
      • Other - another type of Contact
      • Client - that the Contact is a Client of the record.
      • Copied - the person who was copied on the email.
      • Blind Copied - the person who was blind copied on the email.
    • Make Primary Contact - makes the Contact the primary Contact for the record
  3. Click OK

You can view the attached Contact details in the record view pane.

See Modifying the view pane.

  1. Click KwikSelect to display the Select From Locations dialog.
  2. Right-click, point to New location and then click the type of Location you want to create, generally for Contacts it will be a new Organization or new Person.

  3. The New Location dialog appears, see Creating Locations for details.