People
People
Learn by Video – The People Module
The People module of Amicus Attorney is where the information about all the people you keep in touch with is stored.
This topic includes:
General
As with the other modules, information accumulates in the People module either by you filling it in, or by Amicus collecting it as you work. For example, a Person record is automatically created when you fill in the details of a new Person from the File Details window.
If you need to keep in touch with someone on a regular basis, you can specify how much time passes before you will be reminded to contact him or her.
You can sort your People into groups, and view one group at a time. Sorting by the date you last contacted each Contact can be a valuable business development tool.
People comprise both "Contacts" and "Firm Members".
The People module is where you can run Conflict of Interest checks as well.
Details
The name, company name, addresses, phone numbers, e-mail addresses, and web addresses, as well as any related information, are kept in a Person's record.
Individuals and Companies
A Person can be defined as either an Individual or a Company. By linking an Individual to a Company, you reduce the need to enter addresses and communications information more than once, simplify the maintenance of business contact information, support more accurate linking with third-party products, and provide displays that are more useful.
Sharing People information with other Firm Members
If anyone changes the details of a Person, the information available to you is automatically updated.
Of course not all information is relevant to everyone in the firm. A Person's address, communication, relationship, custom field, and custom record information is visible to all, but your To Do's, Appointments, Phone Calls, and other Communications with that Person are seen by default only by you. Your ability to see other Firm Members' Events and Communication records in a Person's details (and their ability to see yours) is controlled by your assigned Security Profile.
All Person records are generally available to all Firm Members. You can look up someone in the firm's database of People when necessary, using the Select People dialog. The exception is People who have been marked Restricted. For more information on Restrictions, see Setting record access restrictions.
Sharing information with Clients
If the Client Portal feature is enabled at your firm, Portal access to one or more of their Files may be granted to particular Clients. See Sharing information via the Client Portal.
Setting your preferences
You can use preference settings to customize the People module to your personal requirements. For more information on setting these preferences, see People preferences.
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