Rolodex Entries - General versus Firm/Corp

[LMSSC]

Dear Michael,

The staff asked me to clarify some Rolodex steps, answer some questions, and ask if some ease-of-use features could be added.

To clarify: To A Client's Case Card - If you want to add a person (General) who belongs to a firm (Business).

1. Is the person in the rolodex with the correct business attached? (Search by Name or by Firm)
YES - Case's Parties List - Add that Card.
NO - Go to step #2
2. Is the business in the system?
YES - Create a new card. Attach the business card. Enter the personal information.
NO - Create a new card with the business information. Then enter the personal information. (This creates two separate cards in the system - Though only 1 appears when you search the rolodex) Case's Parties List - Add that new Card.

Questions:

A. How would you list all of the general cards (Not case cards) that have a particular business card attached?

For example: If I have a law firm (business card) attached to 20 attorneys (general cards) - Is there an easy way for me to list and attach the one I want?

B. If we find multiple entries for the same firm, what is the best way to merge that information?

Ease-of-use:

1. Would it be possible to change the Rolodex General versus Business areas from light grey Versus dark grey to some other color setup?

Thank you very much!

[LMSSC]

P.S. What have you found is the best way for an office to "clean up" their Rolodex?

Thanks x3!

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel

[Admin1]

Usually the rolodex wizard either automated where A1-Law cleans everything and generates a log. You may of course first backup the rolodex and also create a log to look at before maknig any changes to the rolodex.

Mike