Contacts
Manage clients, companies, and everyone connected to your work.
6 articles
- The Contact PageA tour of everything on a contact, including how to reach them, who they're related to, and the work connected to them.
- Contact MethodsA contact's phone numbers, emails, and addresses, each with attributes that control how Outlaw uses them.
- IdentificationA contact's forms of ID (driver's license, state ID, military ID), kept on file with the contact.
- Intake & Custom FieldsYour firm's own questions on a record: eleven field types, with encryption for sensitive answers.
- Leads & CasesThe leads and cases a contact is connected to, gathered in one place on the contact's page.
- RelationshipsThe family ties between one contact and another (spouse, parent, child), recorded once and used everywhere, especially conflict checking.