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Adding Contacts to Firms

Release date: February 4, 2016

You can now use the contact info page to add your contacts to firms.

 

After adding a contact to a firm, Maestro presents you with a list of all firms associated to your contact. It then gives you the option to remove the contact from each firm if required.

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But what I really like about this new function is the way it handles duplicate contact names. It adds additional contact data into the auto complete output, so that I can easily identify contacts that have the same name.

auto-complete
“we strongly believe in partnering for our success and we acknowledge the following:”
  • John Gilding
    Everyone in the firm uses it. No-one complains
    Kim Thomson, John Gilding & Associates
  • Antony Steiner
    Our trained people have all said it’s brilliant.
    Antony Steiner, Langley Twigg
  • I use it all the time as it’s integrates with all my files
    Fiona Taylor, Smith and Partners
  • I use it all the time. It’s a big part of my every day.
    Trudy Carrig, Gibson Sheat incorporating Logan Gold Walsh
  • I had heard good things about conveyIT I wasn't disappointed
    Dana Busch, McFadden McMeeken Phillips
  • Richmond Law
    I find conveyIT great, awesome, as I can’t forget anything
    Felicia Livingstone, Richmond Law
  • Langley Twigg
    It’s handy to have everything in one place and it’s easy
    Nicky Mason, Langley Twigg