In this video we will walk through how to add a new Contact or Client in Practice Pro.
Video Transcript:
In this video, we'll walk through how to add a new contact.
There are two ways to create a contact using the Quick Add feature or from the Contacts list page.
Let's start with the Quick Add method.
At the top of your screen in the navigation bar, you'll see a + next to your name.
That's the Quick Add icon.
Click on it and from the drop down choose Contact.
When you do this, a new window opens where you can enter the contacts information.
This is the fastest way to add a new contact if you're working elsewhere in the system.
The second option is to go directly to the Contacts list page.
From the left hand navigation, click on Contacts.
Once you're on the Contacts page, simply click the Add Contact button again.
You'll see the same new contact window open where you can enter the details.
Now let's walk through the form itself.
First, designate whether this contact is a person or an organization.
Next, enter either the person name or the organization name.
If this contact should also be marked as a client, check the box labeled Contact as a Client for status.
You can choose from Active, Inactive, Perspective, Archived or Closed.
On the left hand bar.
You'll select the originator and the manager for this contact.
The originator is who has brought this contact or client to the firm.
The manager is who will be responsible for it.
They are commonly the same person, but for example, maybe a partner is the originator, but they have handed this client over to an associate to handle, who will then be the manager.
The remaining fields are optional.
You can add the person's title, their company name, and if applicable, a client number.
The system will automatically generate a number if you don't enter one, but you can type in a custom number if needed.
Next, let's look at contact details.
To add phone numbers, click the + and then enter the number and then click Save.
To add e-mail addresses, do the same for addresses.
Again, click the + enter the details, and then click Save.
You can also enter a company website, a bio, and any additional information fields.
These custom fields will be specific to your firm.
If you don't see any, it means your administrator hasn't set them up.
Once you've completed the form, click Save.
You'll be redirected to the Contact Details page, where you can view the new contact and continue adding more details if needed.
Finally, for admin users, there's also the option to import multiple contacts at once using a CSV file.
This is especially helpful when you need to bring in a large group of contacts.
So to recap, you can add contacts either through the Quick Add icon or directly from the Contacts list page.
Make sure you fill out the key details and don't forget to click Save each time you add something new.
This concludes this video on how you add a new contact in the system.