Add a contact

Before you start

Read about contacts for what this is, how it connects to the rest of KLERQ, and the conventions worth following.

Steps

In the left menu bar, click Contacts under the Firm heading.

Step 1

Click Add contact in the top-right corner of the Contacts page.

Step 2

Enter the contact’s First name and Last name, choose a Contact type, and select the Company they work for.

Step 3

Click Create contact to save.

Step 4

Field reference

Field	Type	Required	Description
Title	Text	No	Salutation, such as Mr or Ms. Optional but used on formal correspondence.
First name	Text	Yes	The contact’s first name.
Last name	Text	Yes	The contact’s surname.
Email	Text	Yes	Their email address. This is what directories use to reach a referee, so accuracy matters more here than anywhere else on the record.
Company	Text	Yes	The company this person works for. A contact must belong to one.
Role	Text	No	Their job title at the company, as it should appear on a submission. Directories weigh seniority.
Contact types	List	Yes	What this person is to you — most often a referee for directory submissions.
Department	Text	No	Their department within the company.
Phone number	Text	No	Direct line.
Mobile	Text	No	Mobile number, used when a directory needs to reach a referee quickly.
LinkedIn	Text	No	Their LinkedIn profile.
Website	Text	No	A personal or professional page, if they have one.
Industries	List	No	Sectors this contact can credibly speak to. Used to match referees to submissions.
Practices	List	No	Practice areas this contact can credibly speak to.
Specialists	List	No	Colleagues at your firm who know this person. They are the ones who should make the ask before nominating them.
Labels	List	No	Your firm’s own tags, such as Do not contact or Prefers email.
Address	Group	No	Their business address.
Notes	Text	No	Anything worth remembering — how they prefer to be approached, or that they declined last year.