{"id":1286,"date":"2015-07-21T15:53:29","date_gmt":"2015-07-21T15:53:29","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=1286"},"modified":"2017-03-29T00:59:01","modified_gmt":"2017-03-29T00:59:01","slug":"contact-people","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=1286","title":{"rendered":"Contact People (Central Menu)"},"content":{"rendered":"
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Contact People<\/h3>\n

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The Contact People<\/strong> list shows all the contact people that have been added to Pirouette, whether or not the person is associated with a client file(s).<\/p>\n

To access the central list of contact people:<\/p>\n

1.\u00a0 Go to the Menu<\/strong> at the top of the page, go to the Clients and Contacts<\/strong> section, and select Contact People.<\/strong><\/p>\n

2.\u00a0 Select the desired record to open it.<\/p>\n

To add the name of a new contact person:<\/p>\n

1.\u00a0\u00a0Go to the<\/strong> central list of contact people and select the Create icon located in the upper right corner of the list.<\/p>\n

2.\u00a0 At the New Contact Helper, enter some of contact person\u2019s information and select the Locate Contact prompt in order to check if the person has already been entered into the system.<\/p>\n

a)\u00a0 If the contact person is listed:\u00a0 select the person’s name and select Open Selected Contact to open the file.<\/p>\n

b)\u00a0 If the contact person is not listed:\u00a0 select Create a New Contact to create a new file.\u00a0 This will bring you to a new page where you can enter information about the contact person.<\/p>\n

3.\u00a0 When you are finished, save and close the record.<\/p>\n

Tip:<\/strong>\u00a0 go to the Clients section of the contact person’s file to see clients the contact person is currently associated with.<\/p>\n\n\t\t<\/div>

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Continue to Reports<\/strong><\/a><\/p>\n

Back to Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> \n\t\t<\/div>

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