Adding Contacts (Employees) to Companies

Adding Contacts (Employees) to Companies

If you have a company created that currently doesn't have an existing contact, or you wish to add more contacts to any company, you can add a company employee when on the company General page. 

1. Go to Employees tab. 
   
   
   
2. Click +Add to select the relevant contact from your Thread, or create a new contact.
   
   
   
   
   
   
3. You will be asked to choose the company location this contact works in. Select the location and click Ok.
    

If this company did not have any contacts yet, the added contact will become the main company contact by default. If this contact is a primary client on any matter/s, a pop-up will show where you can select which of those matters you wish to convert to be this company's matter/s. You can select any matters as needed or leave unselected to remain as individual matters for that contact. 

You will only see matters that have not been billed yet in this list. 

To make someone else the primary company contact, add another contact to the employees tab, select that contact, then click the Company Contact icon.

  

Find out more on Editing Company Details.