The New Multi-Client Contacts Benefits


Previous W5 IME Version

The Exciting New W5 IME v5.3.0.0

Preset Contacts

●· Predefined contacts

●· Preset number of contacts

*New Multi-Client Contacts*

●· Specify the contact types
●· Unlimited multi-client contacts
●· Merge multiples
· New improved view capabilities

 

Before and After

Preset Contacts



We got rid of this and made it so that you can select and add as many as you need!


The NEW Multi-Client Contacts in v5.3.0.0


Displaying the Client and Attorney Contacts


1.  Click on the Home tab.


2.  Click on Workflow Monitor.


3.  Click on the File link.


4.  Click on Clients and Attorneys in the case navigation panel.


The Client and Attorney records will display.


5.  Click on the + belonging to the record you wish to display the contacts for.



A contact listing for that company will display.



Adding a New Contact


1.  Click on the Home tab.


2.  Click on Workflow Monitor.


3.  Click on the File link.


4.  Click on Clients and Attorneys in the case navigation panel.


5.  Click on the Edit button belonging to the client record you want to add a client to.


The checkboxes pertaining to the open client are displayed above the new multi-contact list.  All the checkboxes have been applied to this client, in this example.



6.  Click on the Add button.



7.  Click on the New Contact button.


The Add New Contact form displays.



(a) Enter the contact information.


(b) Click on the Add Contact button.


(c) Click on the Done button.


(d) If any of the checkbox(es) have been applied to this client, set the accordingly for the contact for this client.  In this example, this client is the Report To client on this file and the Adjuster has been subequently set as the Report To contact (the actual person representing the report to).




(e) Click on the Save button (on the bottom toolbar).


When Duplicates Have Occurred


In previous versions of W5, some of our clients would have:  1) The client contact acquired through the Contact: Lookup button, and 2) Created another version of that client contact by adding extra information in the Contact: text field, then saving.


An example in the Client record:



Merging Duplicate Client Contacts


1.  Click on the Home tab.


2.  Click on Workflow Monitor.


3.  Click on the File link.


4.  Click on Clients and Attorneys in the case navigation panel.


5.  Click on the Edit button belonging to the client record you want to add a client to.



The Client on File form will display.


6.  Click into the Client field, then press the F4 key.


7.  Click on the Contacts tab (left panel).


The Client Maintenance form displays.



8.  Click on the Merge Contacts button (at the top of the listing).


9.  Checkmark the Select checkboxes for the contact records you wish to merge.



10. Click on the Next button.


A Different Visibility dialogue will display indicating:  The selected contacts have different visibilities.  Do you want to continue?



11. Click on the Yes button.



It’s going to favour the one that’s not visible as the one to be deleted.


Everywhere where the deleted one is on the file, the kept one will appear on all the files.


The migrated information stays hidden.


12. Click on the Merge button.