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9 articles tagged as “contact”:

Create a Contact

Lolly helps manage information about Contacts, i.e. individuals / organizations, so that you can more easily do consultations, work on cases, and complete forms.

Published in: How to
How to Add a New Contact

Reviewing how to quickly add a new contact record in LollyLaw.

Published in: How to
How to Save Notes to a Journal in a Contact or Matter Record

Outlining the three methods to save notes to a journal in a contact or matter record in LollyLaw.

Published in: How to
Overview of Contact Records

Summary of a contact record in LollyLaw and how to view contact records.

Published in: Getting Started
What are Contact Types?

Published in: General Information
What is the 'Documents' Tab in a Contact Record?

Overview of the 'Documents' tab within a contact record and how to use it to access your office's cloud storage.

Published in: General Information
What is the Journal in a Contact or Matter Record?

Summary of the 'Journal' tab within a contact or matter record.

Published in: General Information
What is the Profile of a Contact Record?

Summary of the data fields available within the 'Profile' of a Contact Record, and how to properly utilize those data fields.

Published in: General Information
What is the Snapshot Page of a Contact Record?

Summary of the features available within the 'Snapshot' page of a contact record.

Published in: General Information

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