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Client Management

Manage clients

The Practice CS Client Management module is designed to facilitate stronger relationships between your firm and your clients and contacts by providing a central location where you can track interactions. Along with the portlets, you can add to the Staff and Client dashboards, the Manage Clients screen is where you will find that information. From this screen you can add, edit, and delete clients, contacts, and interactions. You can also filter lists of clients, contacts, and interactions to review information pertinent to your client relationships in a central location.
To open the Manage Clients screen, select
Actions
, then
Manage Clients
.

Clients tab

The Clients tab of the Manage Clients screen displays the firm’s clients. You can use the
Filter
 field to narrow the list of clients, and enter a keyword in the
Search
 field to locate specific clients.

Clients / contacts list

Select Expand next to a client to see all contacts for that client, including their primary phone numbers and email addresses.
You can add, edit, or delete clients and contacts on this screen by right-clicking a row in the grid and selecting a command from the context menu. The context menu also provides commands for adding interactions (notes, phone calls, phone messages, or email messages) for the selected client or contact.

Interactions list

When you select a client or contact in the list, Practice CS displays interactions for that client or contact. To narrow the list to interactions from the last 30 days, mark the
Show last 30 days only
 checkbox.
You can edit or delete interactions by right-clicking a row in the list and selecting a command. You can also add additional interactions for the selected client or contact.

Contacts tab

The Contacts tab of the Manage Clients screen is similar to the Clients tab, but displays the firm’s contacts, whether or not they are associated with the firm’s clients. You can use the
Filter by
 field to narrow the list of contacts, and enter a keyword in the
Search
 field to locate specific contacts. Select Search to perform a search.

Clients / contacts list

You can add, edit, or delete contacts on this screen by right-clicking a row in the grid and selecting the appropriate command from the context menu. The context menu also provides commands for adding interactions (notes, phone calls, phone messages, or email messages) for the selected contact. To narrow the list to interactions from the last 30 days, mark the
Show last 30 days only
 checkbox.

Interactions list

When you select a contact in the list at the top of the screen, Practice CS displays interactions for that contact.
You can edit or delete interactions by right-clicking a row in the list and selecting the appropriate command. You can also add additional interactions for the selected contact.

Interactions tab

The Interactions tab provides a list of all firm interactions. On this tab, interactions are not grouped with the clients or contacts with whom the interactions occurred, so you can find any interaction that meets the criteria of the filter you apply. Use the
Filter
 field to narrow the list of interactions, or enter a keyword in the
Search
 field to locate specific interactions. Select Search to perform a search.

File Transfers tab

The File Transfers tab displays information about past and in progress file transfers. Select a transfer to display additional details for that transfer. Double-click a transfer to display it in a read-only window. Mark the
Show last 30 days only
 or
Open Transfers Only
 checkboxes to narrow the list of transfers.
Select Field chooser to select the fields to display in this tab.
This information can also be displayed in the File Transfers portlet.

This article applies to:

  • Product: Practice CS

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