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This How-to covers manually adding entries the to the claimant’s employment history.

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1. Click ‘Add’ on the right side of the screen.

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3. Click the paper clip button.

   1. A Contact search window will appear.

4. Enter any character string from the employer’s name in the Search Criteria field.

   1. Note: : Sometimes, you may not know the specific employer's name. You may only know the occupation that your client has held at "various" places over the years. If this situation applies, you'll still need to attach an employer to the client. Simply use Step 4 below to create or use an existing contact entry for an employer with the name "Unknown Employer"

5. Complete one of the following

   1. If the employer appears in the list of results

      • Double-click on the employer’s entry to automatically attach the employer to the matter.

   2. If the employer does not appear in the list of results

      • Click ‘New’ (a Contacts entry window will appear)

      • Enter the employer’s information in the Contacts window.

      • Click ‘Save’.

      • Return to the Contacts search window and the employer will display in the list of results.

      • Double-click on the employer’s name in the list of results.

6. Optional: Enter the appropriate information in the remaining fields.

7. Click ‘Save’.

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