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*Full Name
Required. Instead of entering text here, enter the contact’s name and title in the fields below. RB will compile a list of full name variations for you to select from in a drop-down next to this field.
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First Name
Contact’s given name
Mi.
Contact’s middle name or initial
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Last Name
Contact’s family name
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Salutation
Contact’s title, i.e., how you address them
Main Phone
Firm’s phone number
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Direct Phone
Contact’s phone number at the firm
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Mobile Phone
Contact’s cell phone number
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Mobile Vendor
Contact’s cell phone service provider
Fax
If the contact has a facsimile machine, enter their fax number.
Active
Yes is selected by default. When the contact is no longer scheduling jobs with you and you do not need to contact them anymore, click to select No.
When you select No for a contact whose email is used for any notification emails (see Managing notification emails), a popup appears when you click Save asking if you would like to remove the contact’s email address from all email notification lists. Click Yes to prevent future notification emails being sent to that email address.
Contact No.
Assigned by RB and uneditable
Email
Contact’s business email address. Click
to send email directly to contact. See Emailing from RB.NOTE: Contact’s email address automatically assigned to notification emails
When you enter a contact’s email address here and click Save, RB automatically assigns this address to receive all notification email types. If you do not want this contact to receive certain types of notification emails and/or want other contacts to receive certain types of notification emails for this contact, see Managing notification emails.
Gender
Contact’s gender classification. Gender classifications are set in Lists > Contacts.
Title
Contact’s job title. Job titles are set in Lists > Contacts.
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Contact Type
Category that best fits the contact. There is some overlap between Contact Type and Title. For example, a secretary at a law firm would be the same in both categories. But a lawyer who is also the owner of a law firm would be classified as Lawyer in Contact Type, but Owner in Title. Contact Type is set in Lists > Contacts.
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Warning
Any important information that users should know about the contact when scheduling or invoicing jobs. This information appears in red under Contact Warning in jobs, in View Party panels, and in View Invoice panels.