how to create a contact
DESCRIPTION
How To create a contact. Michael Chambrelli. How to Create a Party Contact. Also Witnesses, Experts, Doctors, and etc. Minimal information needed. Step 1. Code the contact CLNT= Client, this is who our firm is representing in an insurance defense case - PowerPoint PPT PresentationTRANSCRIPT
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HOW TO CREATE A CONTACTMichael Chambrelli
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How to Create a Party ContactAlso Witnesses, Experts, Doctors, and etc.
Minimal information needed
![Page 3: How To create a contact](https://reader035.vdocument.in/reader035/viewer/2022062309/56814ac1550346895db7d692/html5/thumbnails/3.jpg)
Step 1 Code the contact CLNT= Client, this is who our firm is representing
in an insurance defense case CLNP= Plaintiff Client, this is our client in a
personal injury case DEF= Defendant in a personal injury case COD= Co-Defendant in an insurance defense case WTNS= Witness EXPT= Expert GUA= Guardian of a minor, or incompetent, etc. INSC= Insured contact, the person you will contact
on behalf of the organization
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Step 2
If it is an organization press Full Name to change to Organization
If it is a single person leave it as full name
Put in the contact’s name
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Step 3
Add an address for the contact
![Page 8: How To create a contact](https://reader035.vdocument.in/reader035/viewer/2022062309/56814ac1550346895db7d692/html5/thumbnails/8.jpg)
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Step 4
Add a telephone number and/or email address
The telephone number should be entered as such: 1-555-555-5555
After this save and close
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Step 5
If the client is an organization you must create a separate contact following steps 1-4 to create an insured contact then link it to the organization contact
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How to Create an Attorney/Adjuster and Firm/Carrier Contact
Follow all steps even if the attorney is the only one at the firm
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Step 1
Code the contact creating the Firm (FRM) or Carrier (CARR) first
![Page 15: How To create a contact](https://reader035.vdocument.in/reader035/viewer/2022062309/56814ac1550346895db7d692/html5/thumbnails/15.jpg)
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Step 2
Press Full Name to change it to organization
Then enter the law firm’s name
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Step 3
Enter the Firm’s address Add multiple if applicable
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Step 4
Enter the firm’s main telephone number and fax in phone field in the address area
Save and Close
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Step 5
Create the Attorney/Adjuster’s contact Code as ATTY/ADJ
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Step 6
Enter the Attorney/Adjuster’s name
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Step 7
Add a personal phone number or the firm phone number with extension
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Step 8
Link the firm to the attorney Save and close
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