Onit Documentation

Using the Address Book / Managing Contacts

by Michael Nadeau Updated on

Using the Address Book

The Address Book contains a directory of all essential contacts for your organization. To open the book, click on the Address Book link on the left-hand navigation bar.

Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.

On the top of the screen, you'll see a section detailing the number of Total Contacts, Internal Contacts, and External Contacts.

Below that section, you'll see a Search Bar that allows you to search directly for a contact. Additionally, you'll see a drop-down menu that allows you to display the number of contacts per page, as well as a Download option that enables you to download the information in CSV format.

The main Contacts section displays the contact:

  • Name (with links to their main contact pages)
  • Email
  • Phone Number
  • Company
  • Job Title
  • Location

Editing / Managing Contacts

Click on the link on the contact's First Name to go directly to their Contact page. The Contact page is divided into five tabs:

  • Overview
  • Pending Invoices
  • Contact Affiliations
  • Calendar Management
  • Settings

We'll go through these tabs here.

Overview

The Overview tab delivers key information about the contact, including:

  • Contact Name (click on Add contact photo to add a photo to their contact information)
  • Contract Attributes, including Full Name, Email, Phone, Title, Company, Location, URL, and Notes. Click on +add to add more information or the edit (pencil) icon to edit the existing information.
  • An Activity Log outlining recent activity on the file. Click View all to see the full activity log.

Pending Invoices

The Pending Invoices tab will show all pending invoices the contact is associated with. Use the search bar to search for different invoices; you can also use the drop-down menu to display the number of associated matters on the page.

The main page of the Pending Invoices tab will show the Invoice Number, Amount, Received Date, Subject, and Matter associated with the contact. Use the up/down arrows next to each column to sort by that column. Click on the link in the Invoice Number section or the Matter section to go directly to that link.

Contact Affiliations

Associated matters are shown by default. Use the menu within Contact Affiliations to view which Matters, Vendors, Legal Entities, and Practice Areas the user is associated with (if applicable). To open a corresponding record (e.g., matter, vendor, etc.), click on the hyperlinked name.

The Matters tab displays the matter Name, associated Roles, and Permissions. Use the search bar to search for different matters; you can also use the drop-down menu to display the number of associated matters on the page. Use the up/down arrows next to each column to sort by that column.

The Vendors tab displays the vendor Name, CounselGO Access, CounselGO Admin, Additional CounselGO Roles, Labels, and Permissions. Use the search bar to search for different matters; you can also use the drop-down menu to display the number of associated matters on the page. Use the up/down arrows next to each column to sort by that column.

The Legal Entities tab displays the entity Name, Roles, and Permissions. Use the search bar to search for different matters; you can also use the drop-down menu to display the number of associated matters on the page. Use the up/down arrows next to each column to sort by that column.

Calendar Management

Use the Calendar Management section to view calendar synchronizations with Apple Calendar, Google Calendar, Microsoft Outlook, or other calendar applications. Use the search bar to search for different tasks and events calendars; you can also use the drop-down menu to display the number of associated tasks and event calendars on the page. Use the up/down arrows next to each column to sort by that column.

The main screen will display a Shared by name, the Created at time, the Last sync at time, and the option to Revoke Access under Actions.

Settings

Under Settings, you'll be able to tweak some of the important contact settings. Click on the Edit (pencil) or +add buttons to edit or add:

  • User Role
  • User Team(s)
  • Invoice Approval Authority
  • Invoice Notifications
  • Legal Entity
  • Default Template
  • Time Zone (select from the drop-down menu or toggle to set automatically)

You can also see the Last Logged In, Forced Logout On, and Login Preference information.

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Unity ELM End User Guides

Getting Started with Unity ELM 5
Financials in Unity ELM 1
Matters in Unity ELM 5
Invoices in Unity ELM 7
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 1
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 4
Admin Settings in Unity ELM 22
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 1
Integrations & Add-Ons for Unity ELM 5

Other Resources

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