How-To:Contact: Difference between revisions

Latest revision as of 23:17, 2 December 2024

In ContactsLaw, new contacts are created only after a contact search is first undertaken. This ensures that users always search for the contact before attempting to create a new one, helping to reduce data duplication.

1. Searching for an Existing Contact

Search for the contact name or information about them (telephone number, address etc).
If an existing contact is found, there is no need to create a new one.

Searching for an Existing Contact

If the desired contact is not found, click on "New Contact" to create a new one.

2. Creating a New Contact

Select the Create tab on the ribbon and, click New Contact.

Creating a new contact using the "Create" tab on the ribbon.
Enter the contact's details, then click Save & Close.

Enter contact details

You will be directed to the contact summary screen, where you can view and manage all the contact information. You can edit information about the contact by clicking on the headings underlined in blue.

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-In ContactsLaw, new contacts are created only after a contact search is first undertaken. This ensures that users always search for the contact before attempting to create a new one, helping to reduce data duplication.
+{{DISPLAYTITLE:How to Create Contacts}}
+In '''[[ContactsLaw]]''', new contacts are created only after a contact search is first undertaken. This ensures that users always search for the contact before attempting to create a new one, helping to reduce data duplication.
-How to create a “New Contact”:
+== 1. Searching for an Existing Contact ==
-#Open ContactsLaw and navigate to "'''Create'''", then click on "'''New Contact'''". Alternatively, you can click '''"Search"''' on the '''"Home"''' tab.[[File:Step 1 - Contacts.png|none|thumb|400x400px]]
+* Search for the contact name or information about them (telephone number, address etc).
-#Search for the contact name or information about them (telephone number, address etc). If an existing contact is found, there is no need to create a new one.[[File:Step 2 - Contacts.png|none|thumb|500x500px]]
+* If an existing contact is found, there is no need to create a new one.[[File:Step 2 - Contacts.png|none|thumb|500x500px|Searching for an Existing Contact]]
-#If the desired contact is not found, click on "'''New Contact'''" to create a new one.[[File:Step 3 - Contacts.png|none|thumb]]
-#Enter the new contact's details, then click "'''Save & Close'''".[[File:Step 4 - Contacts.png|none|thumb|500x500px]]
+* If the desired contact is not found, click on "'''New Contact'''" to create a new one.[[File:Step 3 - Contacts.png|none|thumb]]
-# You will be directed to the contact summary screen, where you can view and manage all the contact information. You can edit information about the contact by clicking on the headings underlined in blue.[[File:Step 5 - Contacts.png|none|thumb|500x500px]]
+== 2. Creating a New Contact ==
+*Select the ''Create'' tab on the ribbon and, click ''New Contact.''[[File:Step 1 - Contacts.png|none|thumb|400x400px|Creating a new contact using the "Create" tab on the ribbon.  ]]
+*Enter the contact's details, then click ''Save & Close''.[[File:Step 4 - Contacts.png|none|thumb|500x500px|Enter contact details]]
+* You will be directed to the contact summary screen, where you can view and manage all the contact information. You can edit information about the contact by clicking on the headings underlined in blue.[[File:Step 5 - Contacts.png|none|thumb|600x600px]]
+[[Category:How-To]]
+__FORCETOC__