How to add Contacts

  • Updated

You are able to add Adjustors, Lawyers, Referring Practitioners, etc. under Settings>Companies and Contacts and select from the list throughout the system.

 

Step 1

Navigate to Settings>Companies and Contacts

 

 

Step 2

Select New Contact

 

 

The Contact/Edit popup will open where you can enter the details for the contact.

 

 

Step 3

Once you have completed entering the data, save the form.

 

Step 4

How to create a Contact Report

a. Go to Reports

b. Under the Statistics heading select Contacts.  You can create a contact report based on any Contact Type.

 

 

 

 

 

 

 

 

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