Time Matters Basic Training: Enter all contacts first

You will learn that it is easier to add all of the contacts that are related to a new matter befroe you add the new matter.

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Open the Contact List and press the add button

1. Contact icon opens the contact list
2. Green plus adds a new record

Repeat the Process for each new contact on the Matter

1. Green plus adds a new record

Fill out the form

1. Full Name - the name as it would appear on the top of an address block
2.. Code - the type of a contact
3. What goes after the Dear in a letter
4. Leave the Matter field blank
5. Enter data as it should appear on an address block