Contacts within TeamConnect are individuals, companies, or organizations for which your organization needs to store detailed information. Contacts may include vendors, outside counsel, claimants, injured parties, witnesses, agencies, and internal employees.

Types of Contact Records

TeamConnect contains two general types of contacts records:

•Persons—Individuals that are internal or external to your organization.

•Companies—Organizations, such as external agencies, outside counsel law firms, or internal subsidiaries of your company.

Types of Contact Members

TeamConnect contact records contain the following types of members:

•Contacts who are TeamConnect users—Based on their assigned rights, these users have access to TeamConnect and can be assigned to tasks or projects, and added as attendees to appointments. These contacts are usually internal employees.

•Contacts who are not TeamConnect users—These users do not have access to TeamConnect and may include internal and external contacts, for example employees, clients, outside companies, or vendors.

Each contacts record may have multiple sets of contact information, and, for easy access, you can enter all of the information on the same record.

The following table shows how you can view, create, and edit contacts.

Best Practices for Contacts

•If you do not see any contacts when you click the Contacts tab, click the All Contacts link or any of the other page links in the left pane.

•To create a new contact for a company, make sure you click the New drop-down and select New Company.

•Add a contact to an address book from the address book, not the contact record.