Data Tabs on the Name Window

The Name window has the following default data tabs.

Click here for information on how to show, hide, and rename data tabs.

Standard tab

Displays all the name, address, phone and status information for the selected name. You can manage general information for names from this tab.

The following describes each setting on the tab.

  • Last name: The last name of the contact (or name). Can be up to 40 characters. Can be the name of a business.

  • First name: The first name of the contact (or name). Can be up to 30 characters. If a business name is entered into Last Name, First Name can be used for a contact person.

  • ID number: The identification number for the name. Can be any combination of digits and characters. Click here for tips on structuring ID numbers.

  • Dear: The salutation that you use in your correspondence. If you start a letter to someone as "Dear Mr. Smith," then Mr. Smith will be entered in the Dear box. However, if you refer to someone as John, "John" will be entered into the Dear box. When you use this field with MailMerge documents, the salutation name will be automatically added to letters.

  • Label: Four fields, 35 characters each that contain the name and address to be printed out on a mailing label. Do not enter more characters than the label you plan to use will allow (if you do mailings with 3-across labels that only accommodate 25 characters, do not input more than 25 characters in these fields). Although you can use the Label fields any way you want, it is wise to keep your data consistent. Therefore, we recommend the following: Use Label 1 for the full contact name, i.e., "Mr. Jack Smith". Use Label 2 for the firm name, i.e., "Smith and Associates". Use Label 3 for the suite, i.e., "Suite 306" or leave it blank if there is no suite. Always use Label 4 for the street address, i.e., "101 Third Ave."

  • Zip: The zip code. To select a zip code, click the lookup button. The Zip Code Browse window appears. Select a zip code, and click Done.

  • City: The city.

  • St.: The 2-letter state abbreviation. To select a state, click the lookup button. The Valid STATE Entries window appears. Select a state abbreviation, and click Done. NOTE: If Abacus is set up to auto-fill city and state, the City and St. boxes will be filled in automatically based on the zip code you entered. Click here for more information about auto-filling city and state.

  • Email: The email address.

  • Dayphone: The daytime or business telephone number.

  • Evephone: The evening or home telephone number.

  • Fax: The fax number.

  • Cell: The mobile telephone number.

  • Referred By: The name of the person or company that referred the name. Can be up to 25 characters.

  • Class: Contains a code used to classify names. To select a code, click the lookup button. The Valid CLASS Entries window appears. Select a code (or add a code on the fly) and click Done. Can be up to 8 characters.

  • Atty: Contains a code that specifies the attorney who is assigned to work with the name. To select an attorney, click the lookup button. The Valid WHO Entries window appears. Select a code for an attorney (or add a code on the fly) and click Done. Can be up to 8 characters.

  • Open: The date of first contact with this name. With the cursor in the box, press the T key to enter today's date.

  • Active: When selected, indicates if a name is active (has cases open). When not selected, indicates that a name is inactive (cases are closed). You decide what determines "active" for different classes of names.

Notes tab

Displays notes for the selected name. You can manage the notes for the name from this tab.

Linked Matters tab

Displays the matters that are linked to the selected name. You can manage the matters that are linked to the selected name from this tab.

Events tab

Displays the events that are linked to the selected name. You can manage the events that are linked to the selected name from this tab.

Docs tab

Displays the documents that are linked to the selected name. You can manage the documents that are linked to the selected name from this tab.

The Docs tab has two views: List View and Folder View. The List View lists documents in a table. The Folder View shows a hierarchy of documents where the documents are grouped by document type. You can toggle back and forth from the views by clicking the Folder View or List View buttons.

To see a preview of a document, click to highlight the document in the Folder View or List View and a thumbnail of the document will appear in the preview pane to the right.

Names tab

Displays the names that are linked to the selected name. You can manage the names that are linked to the selected name from this tab.

Emails tab

Displays the emails that are linked to the selected name.