Ronald Weasley walks into the office. He has never been to the firm before. You set up a card for him.
You save & Close and complete his matter.
A few months later Ronald Weasley comes in for a separate matter. You open a new matter for him. You start typing his name into the card and the following comes up on the left (sometimes right).
You save & Close and complete his matter.
A few months later Ronald Weasley comes in for a separate matter WITH HIS WIFE Hermione Granger. You open a new matter for him. You start typing his name into the card and the following comes up on the left (sometimes right).
A few months later Hermione Granger comes in for a separate matter on her own. You open a new matter for her. You start typing her name into the card and the following comes up on the left (sometimes right).
In this matter Hermione is buying a house, Harrisons Newtown are acting for the other side.
On the other side is a new solicitor Albus Dumbledore. His email is a.dumbledore@harrisons.co.uk
