How to create a contact

In the left menu, open Immigration and click Contacts. You see the list of every contact in your firm.

Click Create New, top right of the list.

Type the first name and last name. The last name is the only required field (marked *). The birthday is optional; type it as YYYY-MM-DD or pick it from the calendar. Contact status starts as Active.

Under Contact Channels, click Add email and type the address, then Add phone and type the number. Pick the type on the right (Personal, Work, Mobile…). You can add as many as the client has; the star marks the main one.

Click Add address and fill in street, city, province, postal code and country. The first address is the mailing address.

Click Create at the bottom right. Cancel leaves without saving; Reset clears the form.

ImmCase gives the contact a number (its folio, e.g. CON…) and shows it in the list with the email, phone and country you entered.

Click the name to open the contact. From here you add applicants and cases, send email, write comments and keep the client's files. One contact can hold several applicants, for example a whole family.

• Only the last name is required. Save what you have now and complete the rest later with Edit.
• Communication Preferences record whether the client agrees to calls and emails. Leave the defaults unless the client asks otherwise.
• Many clients at once? Use Import on the contacts list instead of typing them one by one.

Something on your screen does not match the guide? Write to us, or use Support inside ImmCase.

Next guide: How to create a quote

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