Files > People on a File > Looking up People on a File

Looking up People on a File

You can see and change information about the People associated with a File in the People section of the File Details window. This feature is somewhat different on the Billing side.

At the top of the People section is a list of People associated with the File. For Clients (or Client-classified Contacts), the list indicates whether bills should be sent to them and shows the attention or cc name (if any). The list is filtered by your selection of options at the top of the control panel (see below).

In the list, the Primary Client on the File is shown in bold.

The lower part of the People section shows details about the Person currently selected in the list of People on the File. The Business Card shows the Person's contact information. For a Client, the area below the Business Card controls whether bills should be sent to them, the attention or cc name (if any) to be used on those bills, and the mailing address.

Filtering the People list

You can use options at the top of the control panel to limit the People list to only Firm Members, or only Contacts whose Role on the File is classified as a Client Role.