You can add a new firm contact on the fly when using the
Create and Send feature and the contact you want included in the email is not already set up
in PM Firm Contacts.
-
Open the PM Send
Documents by clicking on the Create and Send (
) icon and selecting any of
the options from the menu that displays.
Note: The Create and Send feature is available from the PM Work Center and most
forms in PM.
-
Select the Message tab.
-
Click in the To
, Cc , or Bcc fields. This will open
the PM Send Distribution form.
The PM Add Firm Contact form
displays.
-
Complete all of the
fields in the form.
-
Enter the email
address of the contact in the
Email
field.
-
Press
F4
in the
Firm Number
field and select the contact's firm from the list. If the
contact's firm has not already been entered into the PM module.
press
F5
in this field to open the PM Firms form, which can be
used to create new PM module firms.
-
The
Contact Code
field will automatically populate with the next available
contact number on the selected PM module firm. This number is only used
to identify each unique contact on a firm.
-
Enter the
contact's
Last Name
and
First Name
.
-
The
Sort Name
field will populate based on the contact's first and last
name, and the value in this field will truncate to 15 characters. Once
the contact has been created, you can use the sort name to locate a
specific contact.
-
Click
OK
.
The new contact is created in PM Firm Contacts and
added to the current communication.
Complete entry of the contact's information, as needed, in
PM Firm Contacts.
