This article describes the tabs within the Contacts Module in GhostPractice®.

Overview

Top Tips

Before opening a new contact, you can search to see if the contact is already open to avoid duplicates.
Contacts only need to be created once and can then be used multiple times.
To facilitate easier Credit Control, a contact can be marked with the relationship type Accounts. These contact details will then show on the Age Analysis.
Any changes/updates made to contacts will automatically update across all clients/matters that the contact is linked to.

Contacts are used for :

#	Field	Description
1	New	A new contact can be added by clicking on New.
2	Contact ID and Edit	Enter the contact id and click on edit to edit an existing contact.
3	Save	Save after adding new or editing a contact.
4	Delete	Delete existing contacts.
5	Filter by	Click on filter by to filter by relationship type.
6	Attorney Firms	Click here to add and maintain the contacts that are attorney firms (used for custom templates).

#	Field	Description
1	Attorney Firms	Click on Attorney Firm to add an attorney firm – used for custom templates.
2	Legal entity type	Select the legal entity type.
3	FICA Applies	Check this box if contact is required to provide FICA documentation.
4	Client details	Enter the contact details.
5	Language	Select the preferred language to be used for correspondence.
6	Comments	Enter any comments with regards to the contact.
7	VAT number	Enter the Vat no. of the contact (If applicable).
8	Income Tax number	Enter the Income Tax no. of the contact (If applicable).
9	Interests	Select the contact’s interest.

#	Field	Description
1	Numbers	Enter the Contact details of the contact.
2	Banking details	Enter the banking details of the contact (if applicable).
3	Marriage details	Enter the marriage details of the contact (if applicable).
4	Attorney details	Enter the attorney details and check the “is attorney” checkbox if the contact is an attorney. Note: Used for custom template generation
5	Physical address	Enter the physical address of the contact.
6	Postal address	Check the “same as physical address” checkbox if the physical address is the same. Otherwise enter the postal address of the contact.

Enter the employment details. These details are populated to the Emolument Attachment Order.

All accounts the contact is linked to will be listed on this tab.

#	Field	Description	Notes
1	Create dependent	Click to create a dependent contact.	These details are used to populate process documents and custom templates
2	Edit dependent	Click to edit the dependent contact details.
3	Delete Dependent	Deletes the dependent.
4	Deletes the dependent.	Click “Move up” of “Move down” to reorder the dependants.

Related to