Client Contacts

The Contacts tab displays the Contacts held for that client in your practice management software.

The Contacts list displays as follows.

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If you have Include Client's Contacts set "On" in your practice's Email AutoFile Settings, AutoFile searches the Client's Contacts to find a match for the Client Name. If an email is sent to or received from the email address of one of the Contacts that is held for a client in your practice management software, this will match on the client when an email is autofiled.  This allows emails to be filed to the client when they are sent or received to/from internal team members, bookkeepers, advisers, etc. Refer to Email AutoFile Settings, Exclusions and Practice Filing Defaults.

Include in AutoFile

You can select or de-select a Client Contact as Include in AutoFile. Client Contacts nominated as Include in AutoFile will be considered during the automatic filing of emails if an email is received from the Contact.

On the Client - Contacts list, you can click a Contact to open the drawer and select or de-select Include in Autofile.

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If you do not want any of the Contacts to be included in the Autofile, in the Client - Contacts click the Contact to open the drawer and de-select Include in Autofile,

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