-Company Contacts and how to create employment cases

When working with an employment immigration case, you may need a company who acts as a role in the case.

Now when you create a contact, you can choose whether it is an individual or a company.  This will be useful for employment immigration attorneys… obviously.

Here’s how:

  • Click Create a New Contact:
  • Choose whether a Contact (individual) or Company.
  • Choose “Company” and enter the relevant information.
  • Company contact functions similarly to other contacts.  When you relate other individuals to this “Company” contact, you can use those individuals to fill roles in the cases created for the company.
Last updated byJames