Navigation:  All Entities > All Entities Functions > Solicitor > Solicitor Functions > Add Solicitor Contact

When in a Solicitor record, click from the side function menu (a Solicitor may have multiple contacts ).  Fill in all the fields that are applicable, remembering that the areas that are in bold are mandatory fields and must be filled in.

 

Note: The greyed fields will either be completed by the system or be accessed later in another section.  For example, the Solicitor ID will be generated automatically by the system.

 

 

•Profile tab: Tailor to collect information that adds value to your business.

•Mailing Name: This will default to the Solicitor's name if not entered manually and will appear on all communication and mailing envelopes.

•Active: Tick the box for all the contacts that are currently with the Solicitor.  When or if the contact leaves, simply deactivate them by un-ticking the box.

•Primary: Tick the box if it applies, ensuring that only one primary contact is chosen for each Solicitor as it will default into the main Insurer Detail screen.

•Preferred Communication: Select a communication type from the drop down list only if the Contact agrees to receive Marketing Communications.

•Contact Address: Tick the box of all the relevant addresses that applies to the contact.

 

Click to Save all data.