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Adding Branches to Contacts

Updated

Learn how to add branch details to a Firm/Business/Organisation contact.

  1. Click the Contact's tab down the left hand panel of the home screen and create a 'new contact'. Click 'Firm/Business/Organisation' and type in the businesses details before clicking "Advanced view".
    image(266).png
  2. Type in the Branch.
    image(267).png
  3. You will now see the branch reflected in the contact list.
    image(268).png

Video guide

Prefer to watch a video? View our video guide on adding branches to contacts below:

Good to know

Although it makes reference to the branch in the contact list, it will not reflect this when creating letters and precedents:

image(269).png

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