Article ID: 8326

Adding Client Address Information for a New Matter

Take the following steps to add client address information in the Matter Manager:

  1. Enter a title, first, middle, and last name in the Title, First, Middle, and Last boxes to save the client as a person.
  2. Enter a company name in the Firm Name box to save the client as a company.
  3. Select one of the following options from the Display As drop-down list if you enter both an individual's name and a company name:
    • Person - displays the client as a person
    • Corporation - displays the client as a company
  4. Enter the street, apartment, or suite address in the Street box.
  5. Enter the municipality in the City box.
  6. Enter the state or province in the State or Province box.
  7. Enter the zip, postal, or post code in the Zip, Postal, or Post Code box.
  8. Enter the country in the Country box or leave it blank.
  9. Enter a name in the Attention box to set a person for future correspondence.
  10. Enter a business phone number in the Business box or leave it blank.
  11. Enter a home phone number in the Home box or leave it blank.
  12. Enter a business fax number in the Bus. Fax box or leave it blank.
  13. Enter a mobile number in the Cell box or leave it blank.
  14. Enter any other number in the Other box or leave it blank.
  15. Enter email addresses in the E-mail 1 or E-mail 2 boxes or leave them blank.