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Latitude by Genesys | Task Panels | Customers | Maintain Attorney Information
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Maintain Attorney Information
Use the Attorney tab to maintain attorney information for a party on the account.
To maintain attorney information
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In the Task Panel navigation tree, click Customer and then click a name.
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Click the Attorney tab.
Name: Name of the attorney.
Firm: Name of the attorney's legal firm.
Address: Attorney's street address, city, state, postal code, county, and country.
Phone: Attorney's phone number.
Email: Attorney's email address.
Fax: Attorney's fax number.
Comment: Comments regarding the attorney.
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Do one of the following:
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To add or modify attorney information, complete the information and then click Save.
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To remove the attorney from the account, click Delete and then, in the confirmation dialog box, click OK.
Note: If the account is linked to another account (and this feature is available to you), the Select Accounts dialog box will appear. Follow the steps to Select Accounts.