You can create a web form for client/contact intake via our Lead Widget easily using Wufoo, a free web form service.

First, review our Lead Widget section of the Knowledgebase here for a rundown of how the Lead Widget works for importing Contact information via email.

Next,…]]> Mon, 08 Oct 2012 17:24:46 -0400 http://houdiniesq.com/support/index.php?/article/AA-01737 http://houdiniesq.com/support/index.php?/article/AA-01460

Google Contact Import

HoudiniESQ gives you the option to import your Contacts from Google. Simply select the Google Import tab from the Edit Contacts form. Enter information into the following fields:

Contact Group to Import – You can…]]> Fri, 05 Oct 2012 12:44:35 -0400 http://houdiniesq.com/support/index.php?/article/AA-01460 http://houdiniesq.com/support/index.php?/article/AA-00778

HoudiniESQ has the ability to capture Lead and Contact information from web forms. The following tutorial demonstrates how to take advantage of this little known feature in HoudiniESQ.

For this feature to work you will need 3 things.

…]]> Tue, 20 Sep 2011 15:39:04 -0400 http://houdiniesq.com/support/index.php?/article/AA-00778 http://houdiniesq.com/support/index.php?/article/AA-00754

Appointment Finder

 

The Appointment Finder is a fast, easy way to schedule an appointment for a Contact in HoudiniESQ. It will automatically scan the Events that make up your day for available timeslots. You can access it by clicking the “Schedule Appointment” button…]]> Thu, 08 Sep 2011 14:28:27 -0400 http://houdiniesq.com/support/index.php?/article/AA-00754 http://houdiniesq.com/support/index.php?/article/AA-00584

What is a Related Contact?

A Related Contact is a contact record that has some sort of relationship to a Matter. When you add a Contact to a Matter you must specify how the Contact is related to this Matter. For example, although you may have a Contact in the system listed as Type…]]> Fri, 03 Jun 2011 17:54:21 -0400 http://houdiniesq.com/support/index.php?/article/AA-00584 http://houdiniesq.com/support/index.php?/article/AA-00529 What is a Contact Type?

A Contact Type is nothing more than a classification given a Contact, e.g. Trustee, Attorney, Judge, Friend, etc.

What is a Related Contact?

A Related Contact is a contact record that has some sort of relationship to a Matter. When you add a Contact…]]> Wed, 11 May 2011 15:45:29 -0400 http://houdiniesq.com/support/index.php?/article/AA-00529 http://houdiniesq.com/support/index.php?/article/AA-00513 You can search contact by email.

On Practice Contacts tab, select List, at the top of the search field, enter the email address you want to search and then hit Enter button.  All contacts with the matching email address will be returned.

For more information on HoudiniESQ,…]]> Fri, 22 Apr 2011 20:04:19 -0400 http://houdiniesq.com/support/index.php?/article/AA-00513 http://houdiniesq.com/support/index.php?/article/AA-00240

Search Contacts
Search Staff
View Staff Members Online Status
View Staff Member Tweets
Message Staff Memebers
Chat with Staff Members

Introduction

The Roster is where all contacts and staff are listed. The Roster list Contacts, Clients, Associates, Friends,…]]> Thu, 28 Oct 2010 17:49:52 -0400 http://houdiniesq.com/support/index.php?/article/AA-00240 http://houdiniesq.com/support/index.php?/article/AA-00239

IMPORTANT: Contact Types are simply a way to sort contacts for personal reasons. They have NO bearing on their matter relationships. As such we recommend you define contacts on the Matter Relationship level.

Introduction

HoudiniESQ does not have a concept of a Client, just…]]> Thu, 28 Oct 2010 17:47:41 -0400 http://houdiniesq.com/support/index.php?/article/AA-00239