CONTACT-TITLE field in Other Info tab

CONTACT-TITLE field in Other Info tab

1. To show client's name as "Mr." or "Ms.", you may enter the full name as it should appear on invoices in the company field of the client.

2. To display text such as "President" after client name on invoices, enter this title under the "Other Info" tab of the client using the field name CONTACT-TITLE.

3. To have a different "Attention" to name for each case of a particular client, enter that name for field "attention" under case -> Other info tab.
    • Related Articles

    • Custom Data Fields for Clients/Cases

      Storing Additional Data (custom tags) for a Case or Client using Custom Fields? The "Other Info" tab both under "Clients" and "Cases/Projects" can be used to store additional data fields for clients and cases respectively. For example, if you like to ...
    • How to Store Additional Information About a Case?

      Storing Additional Information About a Case? In addition to storing Client and/or Case-related additional fields, You may save additional information about a case, including case documents using the following steps: Tip CaseFox seamlessly integrates ...
    • Different Attention To on invoices

      By default, on invoices, in client address block, client's first and last name are used as "Attn:". If a different attention to is needed for different cases for the same client, please click on the Cases tab, select the case and then click on "Other ...
    • How To Group Clients

      1. Select a desired clients 2. On the right side pane, click on "Other Info" tab. 3. Enter a field "Type" and value "<any user selected value, e.g. Criminal or Divorce or Bankruptcy>". Un-check Encrypt This Field Value . 4. Save. Repeat this for all ...
    • Litigation Advisor / GreatAmerica Format Invoices

      In addition to generating invoices in PDF, Word, LEDES 1998B, ESIS Advocator, and Juris formats, CaseFox also generates invoices in Litigation Advisor /GreatAmerican /Chubb format. At present, these invoices can be downloaded from Dashboard only. ...