LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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LexisNexis Total Practice Advantage 9.0 Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features New Contact Intake Wizard Fields and Screen Elements The New Contact Intake wizard consists of different screens that will guide you through the process of creating a new Contact. In this section each screen of the wizard is detailed to provide you with information that identifies the fields that must be completed and are required to create a new Contact using the Intake wizard. Other fields are optional and may be completed by the user at a later time. Note: Fields or screen elements that are followed by an asterisk (*) are required entries and must be completed. Create a New Contact - Introduction Screen Element Entity Type* Code ClientNo Billable Do not use this wizard again Description The Entity Type can be either a Person or an Organization. If you select Person as the Entity Type, the fields in the wizard will be different from the fields if you select Organization as the Entity Type. Click Person and/or Organization to see how the fields differ. Classification Codes are used to organize and classify different record types into functional groups of activities and information. Normally, Classification Codes are selected from the Code drop-down menu, or can be added. However, when you want multiple Classification Codes, use the Lookup button just to the right of the “Code” field to select them. Each record can have up to 5 separate Classification Codes. Client numbers, also referred to as Contact numbers, are alphanumeric expressions (i.e., 9999, YY-999) used by firms within the Application to identify an organization, person/party responsible for paying a bill, or for whom work is being performed. The Client number field as used on the Contact and Matter forms are unique identifiers, but can also be set up so that duplicate Contact numbers may be assigned. Client numbers are automatically assigned based on the Contact number field formula (i.e., 9999, YY-999) used. The Billable check box is selected if invoices and/or other billing items will be directed to a Contact (person/organization) for services performed by your firm. Client information is managed based on selecting one of three Billing Methods. The "Do not use this wizard again" check box is positioned on each page of the wizard. The New Contact Intake wizard is used to add new Contacts by default. If you choose to use the Contact form to add new Contacts instead of the wizard, then select this check box. The wizard may be enabled again at a later time. 42 Contact and Matter Management - Creating Contacts and Matters
LexisNexis Total Practice Advantage 9.0 Create a New Contact - Person Screen Element Ref Name Last First Sal Pre Suf Firm Title Website Description Create a New Contact - Organization Screen Element Ref Name Firm Website The Reference Name is the name of the Contact that will be displayed on the Contact form. Enter it as it will be displayed (i.e., John A. Doe). The information from this field also populates the Last, First name, and middle initial fields. The Contact's last name. The Contact's first name. The blank field that follows the First name field is used for the Contact's middle initial. If you use a salutation (i.e., first name) for this Contact, enter it in this field. If you use a prefix (i.e., Mr., Ms., Dr.) for this Contact, enter it in this field. If you use a suffix (i.e., MD., CPA) for this Contact, enter it in this field. Use this field to associate the Contact with a firm/company. Enter the firm/ company name in this field. To identify the position or title (i.e., Chief Financial Officer) that this Contact holds in their firm/company, enter it in this field. If there is a URL or Web site associated with this Contact, enter it in this field. Description The Reference name is the name you choose to display on the Contact form. The name entered here may be that of a person, organization/firm, or business. Although the information from this field also populates the Firm field, the Firm field information may be changed to reflect the actual firm name. Firm Name: Enter the firm, company, or business name for this Contact in this field. If there is a URL or Web site associated with this Contact, enter it in this field. Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Contact and Matter Management - Creating Contacts and Matters 43
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LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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