The Solicitors and Local Authority tab is simply for assigning the relevant contacts:
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- The relevant contact records will display as above.
- To assign a contact, click ‘+’.
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- Set the filter to show any contacts already listed.
- 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.
- If you don’t have the contact’s details you need to use the new contact option.
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- Enter the details of your new contact ensuring you change the contact type to suit.
- ‘Save’ will add the contact to the record and store the contact details for future use.
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Your tab should now look like this:
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