AdvologixPM

How do I create a new contact from the account tab?

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Contacts are a core component of a good Case Management system. Thanks to the Force.com platform, AdvologixPM has the best in class platform to build our legal contact management system.

Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations. Contacts are very critical for profiling Matter relationships such as co-counsel, opposition, insurance reps, and so on.  If you choose to create a contact from an existing Account record, certain items will default to match the Account.

(See: "Contact already connected to existing Account" step below)'

Click on the Account Tab

Choose an Account

Click Go to access a list view of available Accounts

Choose from the Recent Accounts viewed list

Choose to create a Contact

From the Account account page you can add a contact to a pre-existing Account by choosing New Contact in the Contacts related list.

  1. Hover over Contacts Link
  2. Choose New Contacts button

Add Contact Details

  1. Add Contact name and title information for your new Contact ('Account' field defaults to Account chosen to create contact from)
  2. Add Contact Details for your new Contact (defaults to Account info)
  3. Add Address Information for your new Contact (defaults to Account Address)
  4. Click SAVE to save your New Contacts information in the Advologix system
  5. Optionally, select Save & New to go directly to a NEW blank contact form to add another New Contact

Any field with a red line is a required field and must be filled in to save the record.

Contact Related to an Existing Account

The following information will automatically transfer over to the new contact record:

  1. The billing address on the account record to the mailing address in the new contact record.
  2. The account name on the account record to the account field in the new contact record.
  3. The phone and fax fields from the account record to the phone and fax fields in the new contact record.
  4. The Account Type (if included on the layout of both Contacts and Accounts).
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