Directory references

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Directory references

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Contacts who have been nominated as references for legal directories are important to the firm and a record of this must be maintained in Sugar.

 

Because these lists are generally short and it is important that each reference be handled appropriately this is a manual process which is comprised of these steps:

 

Search Sugar for each reference

 

Create a new contact for any references that are not in Sugar

 

NOTE: When creating a new contact always tick Do Not Mail unless otherwise instructed. Leave your own name in the "Do Not Mail Requested By" field. 

 

Update the contact's details where necessary

 

Pay attention to interest areas; these can be deduced by the person who nominated the reference.

 

Place a Note on the Contact record

 

Subject: Directory Reference

Note: Include jurisdiction, directory, chapter and year

Assigned to: Lawyer who nominated the reference