Contacts are people who work at firms that schedule jobs with you.
For how to set up lists, see Customizing lists.
Designation specifying profession, e.g., Attorney or Paralegal.
Gender classifications, e.g., Male or Female, used in individual contacts.
Categories of notes, e.g., Sales or Marketing, to use as a filter when searching Contact Notes Logs.
Designation specifying your credit rating of an individual, such as Preferred or Bad Debt.
Terms of address used in letters or messages for contacts, e.g., Mr. or Ms.
Categories to organize contacts. You can use any words or phrases as a tag, e.g., Top 10.
Designation specifying job title or position, e.g., Owner or Managing Partner.
Designation specifying how fast the client wants a completed transcript or product. Contacts’ turnaround time preferences for services appear in contacts’ Preferred Services.