Tutorial 1 -- How to add a contact, lawyer or
client
All contacts, lawyers, clients and other such entities are
entered into the Case Threads system through the same screen. This single
input screen approach is very different from what is commonly seen in
this type of software. This tutorial will walk through the process of
entering Jane Smith, who is a contact at a client named "My Client".
One way to enter a client contact would be:
1) From the main menu, select Resources | Contacts | New
| New Person

2) When the New Person screen appears, enter the first and
last name and select the appropriate gender. Remember that, fields marked
with an astericks, as in "Last Name*" are required fields. Click
the Save button.

3) When the save process completes, the full contact data
entry screen will appear.

Notice that all the required fields have been filled: First
Name, Last Name, and Gender. Enter any additional information about the
person and click the Save button.
4) Adding phone numbers, street addresses and e-mail addresses
all follow the same process. Such items are found on the Contact Tab.
The three icons situated in the right hand corner of the Contact Tab allow
the addition and maintenance of this data.

To add a new phone number click the phone icon. A message
will appear explaining that there are no phone records assigned to the
current person. Click the OK button and the Phone Edit screen will be
accessible.

First, select a phone type as shown in the screen shot below.

In this case, it will be a cellular phone number. Then enter
the actual phone number and click the Save button. Notice that after the
record is saved the phone number appears in the Contact Tab under phone
numbers.

You can add more phone numbers if you wish by click the
New button and repeating the above steps. In addition, the insertion of
street addresses and e-mail address are accomplished in similar fashion.
5) The next step is to classify your newly added person.
A person may take on many different roles and classifications. Parties
essentially label a person into different groupings. Parties are fully
user definable, so it is important to remember that the data shown here
will not reflect the data in the real world.
Click on the Party Tab and click on the party edit icon
in the upper right hand corner of the tab. The following window will appear:

Jane Smith works for the local widget company, so check
the Widgets box and click the save button. This classification system
makes searching very easy allowing such functional searches as: show me
all clients who make widgets in Northern Virginia.
6) The final step in entering Jane Smith information is
to specify her relationships to other persons and organizations in the
system. This step is accomplished through the Relationship Tab. Click
the Relationship Manager button in the top right hand corner of the Relationship
Tab. Click OK when the message box explaining that there are no records
entered yet appears. After that the following screen will be visible:

First, select the Relationship Type. In this case, select
"is employed by" as the type. Then type "My Client"
in the Relationship With text field and click the Validate button, which
is the icon with the hand and red checkmark. The text "My Client"
should appear bold. Finally, enter the Effective Date of the relationship
and click the Save button. Note that the relationship appears in the Relationship
Tab on the Contact screen.

By establishing this relationship, two things have happened.
There is now a relationship between Jane Smith and a company called "My
Client" where "Jane Smith is employed by My Client". There
is also a reciprocal relationship where "My Client employs Jane Smith".
This data allows for another powerful searching technique, where it would
be possible to request a list of all the Contacts for a particular Client.
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