You can search Prima for A#’s, phone numbers and other criteria.
The widget used for viewing contacts and cases is identical. Therefore, the way to search by additional information in each of these areas is also identical.
Step-by-Step Guide
- 1. Accessing the Contacts List
- Open Contacts List: Begin by clicking on the “Contacts List.”
- Create New Contact: If needed, you can create a new contact by clicking the “New Contact” button.
- 2. Exporting Contact Information
- Export Options: There are two main options for exporting contact information:
- Grid Content to CSV: This option allows you to export a customizable grid of contact data to a CSV file.
- Full Contact List with Addresses and Phones: This option exports a comprehensive list of contacts, including addresses and phone numbers.
- Choose Export Type: Select the appropriate option based on your needs.
- Export Options: There are two main options for exporting contact information:
- 3. Customizing Exported Data
- Add/Remove Columns: Click on the down arrows next to column headers to add or remove columns. This allows you to customize the data included in your export.
- Custom Fields: You can include both native fields and any custom fields you have created in Prima.Law.
- Example: Add the “Sex” column to filter clients by male or female.
- Add/Remove Columns: Click on the down arrows next to column headers to add or remove columns. This allows you to customize the data included in your export.
- 4. Filtering Data
- Filter by Column Data: You can filter contacts based on the information in each column.
- Example: Filter by Alien Number. Enter a sequence (e.g., “123”) to filter contacts whose alien numbers begin with or contain “123.”
- Apply Filters: Click the filter button to apply your filters and display the filtered data.
- Filter by Column Data: You can filter contacts based on the information in each column.
- 5. Accessing the Cases List
- Open Cases List: Navigate to the “Cases List.”
- Customize Case Data: Similar to the contacts list, you can customize which columns are displayed.
- Remove Columns: For example, remove the “Case Number” column if it’s not needed.
- Filter Cases: Apply filters to narrow down the cases shown.
- Example: Filter for Consular Process (DS-260) cases that are open. Add another filter for closed cases if needed.
- 6. Exporting and Using Data
- Download CSV Files: Export the filtered data to CSV files, which can be opened with any spreadsheet software like Excel or Google Sheets.
- Utilize Data: Use the exported data for various purposes such as reporting, metrics, contact lists, or sending birthday cards.
Searching for contact information and exporting reports in Prima.Law is straightforward and highly customizable. By following these steps, you can efficiently extract and utilize data from your database for various purposes. For more detailed tutorials, check out other videos in the Prima.Law support series.
David