Creating a New Company Contact

Maintaining accurate company data is essential for effective contact management. You can create a Company Contact by clicking the Global Add Button and then selecting Add Company. From there, the system helps match your entry with existing records in the LexisNexis database or allows you to create a new contact, with options to add details like common names, phone and fax numbers, websites, addresses, and update settings while managing the level of information sharing with the firm.

In addition to creating a Contact for an individual, you will want to track information about Companies. To do that, you can create a Company Contact. Creating a Contact for a company is similar to creating a Contact for an individual.

To Create a New Company Contact:

1. From any page, click the Global Add Button .

2. Select Add Company. The Add New Company Contact screen will display.

   

3. Fill in the Company name.

   InterAction+™ will search for the company across the LexisNexis database. Selecting a match will automatically pre-populate the information in the following step.

4. Do one of the following:
   1. If one of the displayed companies match your criteria, select it.
   2. If the company you are adding does not already exist, mark the Add Contact as new check box. This option means that the Contact is not a Firm Contact.
5. If you are adding a Company Contact is already a Firm Contact:
   1. Click Next >.
   2. Deselect the Add to my Contacts slider if needed.
   3. Deselect the Do you know this Contact if needed.
   4. Save your changes.
6. If you are adding a Company Contact does not already exist as a Firm Contact:
   6. Click None of these are a match. 
   7. Click Next >.
   8. Enter the following if needed (these fields are all optional):
      • Enter Company Common Name.
      • Enter phone numbers and Fax number.
      • Enter Website.
      • Enter Business or Other address information.
      • Mark the Send mail to this address check box where needed.
      • Deselect the Share with the Firm and/orAdd to My Contacts as needed.
      • Define the Contact Updates as needed.
      • Save your changes.

7. Optional: In the final step, a popup notification will notify users that they can add or edit marketing lists, working lists, or categories. Click Yes to continue, or No to bypass. 

   Clicking No will bypass the setup, but you can always update your contact later via the Manage Contacts page.

    

   Clicking Yes will open the Manage Details window. Click the check box(es) in front of the detail(s) to which you want to add the Contact, or opt for a bulk selection. 

   For Lists, you can select from Favorite Lists or All Lists from the drop-down list.

   The available options may vary based on the type of contact. For example, for firm-only Contacts only certain fields (such as Marketing Lists) are shown. 

   Click Save.

   If you are sharing the Contact with the Firm, you can restrict some information by clicking the lock icon on the same row as that information.

8.