Setting Contacts Preferences

You use preference settings to customize the way the Contacts module works. Set your Contacts preferences to match the needs of your practice. There are two tabs under the Contacts preferences: Display and New Entries.

To set Contacts preferences:

1. Open the File menu and choose Preferences.
2. Click the Contacts tab.
3. Set your preferences.
4. Click OK.

File > Preferences > Contacts > Display

You can specify the following settings from the Display tab:

• the Contact Group to display first when viewing the Contacts Index
• the Contact Group to display first whenever you need to select a Contact from a list
• how Contacts' names should be listed (first or last name first)
• how many days before you are reminded to get in touch with a Contact
• the option of searching for possible duplicates before you add a new Contact
  
  

You can specify the following settings from the New Entries tab:

• File > Preferences > Contacts > New Entries

  whether you wish to have a city, state, and country automatically appear when creating a new Contact
• whether you wish to assign a Country Code and/or Area Code for the Telephone Numbers of Contacts, make all calls for Contacts long distance, and include area codes in the Telephone Number
• whether you wish to automatically assign a Team Member to new Contacts
• whether you wish to designate a salutation (Ms., Mr., Dr., etc.) by default to new Contacts
• whether you wish to set the Home, Office, or Other card as your default Primary card for new Contacts

To revert to the standard settings, click Defaults.

For more information on Amicus Attorney 2008 Small Firm Edition visit: www.amicusattorney.com