Contacts > Customize contact features


Customize contact features

This topic covers:

Set your options for new contacts

Set the availability of contacts in lists

Set your options for new contacts

Choose Options > My Preferences, and click My Contact Settings.


Address  Default country, state/province, and city for new contacts you create in Amicus.

Sharing contacts   In general, contacts on your files are automatically shared to the firm members on those files—each firm member will receive a copy of the contact in their My Contacts list.

You can also share any particular contact, regardless of whether it's on a file, to all firm members (by clicking Share Contact in its details). Choose the default sharing of new contacts you create:

Share only if the contact is on a file, to the firm members on that file. (In new contacts, the button will default to "Share Contact".)

Share to all firm members, regardless of whether the contact is on a file. (In new contacts, the button will default to "Cancel Sharing".)

Phone calls - create a new contact automatically, or be prompted  Whenever you save a new phone call in which the first contact is a typed-in name that isn't in your contact list.

Outgoing emails - create a new contact automatically, or be prompted  Whenever you send an email in which the first To contact has a typed-in address that isn't in your contact list.

Set the availability of contacts in lists

Choose Options > Firm Setup, and click All File Contacts.




All File Contacts filter   If file security is not enabled for the firm, then this filter in the Contacts main list and contact selection dialogs will simply exclude your contacts that are not assigned to files.

If file security is enabled for the firm, then this filter will make all contacts on all shared (non-private) files available to all firm members. Otherwise only those contacts on the files that a firm member can access (and contacts in the firm member's My Contacts list) will be accessible.

Add a contact

View your contacts list

Delete a contact