Solicitor & Local Authority Tab

The Solicitors and Local Authority tab is simply for assigning the relevant contacts:

1. The relevant contact records will display as above.
2. To assign a contact, click ‘+’.

1. Set the filter to show any contacts already listed.
2. If you have the contact setup already you can just assign them by selecting them from the list. Once a contact is assigned their name will display with the contact and correspondence details.
3. If you don’t have the contact’s details you need to use the new contact option.

1. Enter the details of your new contact ensuring you change the contact type to suit.
2. ‘Save’ will add the contact to the record and store the contact details for future use.

Your tab should now look like this: