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Creating a Card

  • 15/01/2026
  • Knowledge

How To
 

You can create person and organisation cards along with other actions on LEAP Desktop and Mobile. 

  • Desktop
  • Web
  • iPhone
  • iPad
  • Android

Create a New Person Card

 

  1. Click the LEAP Menu > Home > under Cards > New Card.

  2. Make sure People is selected under Card Type.

     
    Click to edit heading

    To enable or disable auto-capitalisation of names, click the ellipsis User-added image > Auto Capitalise Name > tick or untick Given Names or Surname.

     

    Additionally, you can enable or disable the auto-capitalisation of addresses by clicking the ellipsis User-added image and ticking or unticking Auto Capitalise Address Search Result.

     

    The auto-capitalisation selection is a firm wide setting that applies across both Cards and People.

  3. Enter the person's details in the General tab under Personal Details.

     
    Click to edit heading

    As you enter the name, a prompt suggesting existing cards and people will appear.

    • Switch to card will use that selected card with all the existing information. (A new card will not be created when you save)
    • Select from people will use only the information for that particular person. (A new card will be created when you save)
    • new.jfif The Suggested Cards and People pane will now display the full address of the Card.
    • The card does not have a dedicated field for a middle name; however, you can include it as part of the first name.

  4. Click on the photo placeholder image and select the image file. You can also drag and drop a new photo. The file size should not exceed 2MB.

  5. (Optional) Click the Other and Additional Fields tabs to enter more information.

  6. Click the General Details tab under Card Details.

  7. The Letter Title is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, untick Auto.

  8. The Letter Dear usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, untick Auto.

  9. Select either Friendly (all correspondence will use the person's given names) or Formal (all correspondence will use the person's salutation and surname).

  10. Click the Address tab under Card Details.

     
    Click to edit heading

    The autocomplete feature displays valid addresses from Google for you to collect real and mistake-free data.

  11. Enter the person's address.

    As you begin typing into the Search Address box, you will be presented with a list of possible matches in real time.

    Select a match to fill the relevant address fields.

    (Optional) Instructions that you enter here will appear with the address on any correspondence. For instance, you could enter Private and Confidential.

    (Optional) Select P.O. Box or Private Bag to enter one.

  12. (Optional) Click the Future Address dropdown and enter a Street Address, P.O. Box or Private Bag with Valid From/To dates.

    As you begin typing into the Search Address box, you will be presented with a list of possible matches in real time.

    Select a match to fill the relevant address fields.

     
    Click to edit heading

    All correspondence created during the selected period will be addressed to the future address. If a To date is not entered/selected, then the future address will be used indefinitely.

  13. (Optional) Click the Additional Details tab under Card Details. Enter more information in the General, POA Details and Identifiers tabs.

  14. Click the Notes & Other tab under Card Details.

  15. In the Notes & Other textbox, enter any information that you want to record about your client for internal purposes only. This information is not displayed on any correspondence.

  16. (Optional) Enter Bank Account details for the person.

  17. (Optional) Tick the Supplier checkbox if the person is also a supplier so that the information on the card can be included in accounting transactions.

  18. (Optional) Tick the Marketing Consent checkbox for use in the Client Details Report.

     
    Click to edit heading

    If two or more people share the same address, they can be included together on the one card.

     

    Click User-added image next to People on Card and then complete the information. The additional person will then be added to the card.

     

    Please note, if the card relates to other matters, the new person will be added to those matters as well. If you don’t want this the happen, you should create a separate card for this new person.

  19. Click Save & Close.

Create a New Organisation Card

 

  1. Click the LEAP Menu > Home > under Cards > New Card.

  2. Select the organisation type under Card Type:

    • Business/Partnership - refers to organisations such as solicitors and real estate agents.
    • Company - refers to an organisation that holds a company title, i.e., Pty Limited, Limited or Corporation.
    • Government Department - refers to organisations such as courts and councils.
    • Trust - refers to the relationship in which a trustee holds the title to a property for the benefit of another, such as a Trust Estate or Trust Property.
     
    Click to edit heading

    To enable or disable auto-capitalisation of names, click User-added image > Auto Capitalise Name > tick or untick Given Names or Surname.

     

    The auto-capitalisation selection is a firm wide setting that applies across both Cards and People.

  1.  
    Click to edit heading

    The company lookup feature displays verified organisation details and addresses from Google for you to quickly create Organisation Cards.

    Type a valid Business/Partnership, Company, Government Department or Trust name into the Search box, you will be presented with a list of possible matches in real time.

    Select a match to fill the relevant company and address fields

    You may also wish to fill the details in manually.

     
    Click to edit heading

    As you enter the name, a prompt suggesting existing cards and people will appear.

    • Switch to card will use that selected card with all the existing information. (A new card will not be created when you save)
    • Select from people will use only the information for that particular person. (A new card will be created when you save)

  1. The Letter Title is the name of the organisation you are writing to and displayed above the address. This is automatically displayed. To edit it, untick Auto.

  2. The Letter Dear usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, untick Auto.

  3. Select either Friendly (all correspondence will use the staff member's given names) or Formal (all correspondence will use the staff member's salutation and surname).

  4. (Optional) Enter a matter reference in the Ref. for Matter field (if in a matter).

    This means that any letters written to this organisation for this matter will automatically include the organisation's reference in the Your Ref field. The reference will also be displayed on the matter next to the card.

  5. Click the Address tab under Card Details.

  6. If in Step 3 the company lookup feature was used, you will find the address details populated here. If not, enter the organisation's address.

    As you begin typing into the Search Address box, you will be presented with a list of possible matches in real time.

    Select a match to fill the relevant company and address fields.

    (Optional) Instructions that you enter here will appear with the address on any correspondence. For instance, you could enter Private and Confidential.

    (Optional) Select P.O. Box or Private Bag to enter one.

  7. (Optional) Click the Future Address dropdown and enter a Street Address, P.O. Box or Private Bag with Valid From/To dates.

    As you begin typing into the Search Address box, you will be presented with a list of possible matches in real time.

    Select a match to fill the relevant address fields.

     
    Click to edit heading

    All correspondence created during the selected period will be addressed to the future address. If a To date is not entered/selected, then the future address will be used indefinitely.

  8. (Optional) Click the Company Execution tab under Card Details to enter more information.

  9. (Optional) Click the Additional Details tab under Card Details. Enter more information in the General, POA Details and Identifiers tabs.

  10. Click the Notes & Other tab under Card Details.

  11. In the Notes & Other textbox, enter any information that you want to record about your client for internal purposes only. This information is not displayed on any correspondence.

  12. (Optional) Enter Bank Account details for the organisation.

  13. (Optional) Tick the Supplier checkbox if the organisation is also a supplier so that the information on the card can be included in accounting transactions.

  14. (Optional) Tick the Marketing Consent checkbox for use in the Client Details Report.

  15. (Optional) Enter a matter reference in the Ref. for Matter field (if in a matter).

    This means that any letters that are written to this organisation for this matter will automatically include the organisation's reference in the Your Ref field. The reference will also be displayed on the matter next to the card.

  16. Click User-added image next to Staff on Card.

  17. Enter the staff's details.

     
    Click to edit heading

    As you enter the name, a prompt suggesting existing cards and people will appear.

    • Switch to card will use that selected card with all the existing information. (A new card will not be created when you save)
    • Select from people will use only the information for that particular person. (A new card will be created when you save)

  1. Click User-added image next to Staff on Card if you wish to add another staff member to the card.

  2. Click Save & Close.

Add Staff to an Organisation Card

 

You can add individual staff members to organisation cards. Please note that it is not possible to add an entire other company as a staff member to an organisation card. Follow these steps to add additional staff members to an organisation card:

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Search and open the relevant Organisation Card.

  3. Click User-added image plus icon next to Staff to add a staff member.

  4. Enter the staff's details.

     
    Click to edit heading

    As you enter the name, a prompt suggesting existing cards and people will appear.

    • Switch to card will use that selected card with all the existing information. (A new card will not be created when you save)
    • Select from people will use only the information for that particular person. (A new card will be created when you save)

  5. Click Save & Close.

     
    Click to edit heading

    The number in brackets next to 'Staff' indicates the number of staff that have been added to the organisation.

Remove People from a Person Card

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Open the card.

  3. Click the person under People on Card.

  4. Click .

  5. Confirm the deletion.

  6. Click Save & Close.

Remove Staff from an Organisation Card

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Open the card.

  3. Click the staff under Staff on Card.

  4. Click .

  5. Confirm the deletion.

  6. Click Save & Close.

Edit a Card

 
 
Click to edit heading

Any edits made to an existing card will be applied to its existing linked matters.

If you do not wish to change details for all matters linked to a card, you may wish to create a new card.

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Open the card.

  3. Make any necessary edits to the card.

  4. To update the current or future address, click on Address under the Card Details section. Additionally, in the Notes and Others section, you can add the client's bank account information.

  5. Click Save & Close.

 
Click to edit heading

When updating your contact information, such as email or phone number in the ‘Personal Details’ section, please note that it does not automatically reflect in the ‘Details’ section on the card. Users must manually update contact details in both sections to ensure consistency. However, if a Person’s Email matches the one on their Card, updating it in the Personal Details window will also sync it with the card, reducing the need for separate updates.

Delete a Card

 

You can delete a card in order to remove the associated contact from the card list. To delete a card, please refer to the steps below:

 
 

A card cannot be deleted if it is currently assigned to a matter. The system also does not currently allow the permanent (hard) deletion of cards.

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Right-click the card and select Delete.

  3. Confirm the deletion.

Restore a Card

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Click User-added image and select Show Deleted Cards.

    Deleted cards are displayed in red.

  3. Right-click the deleted card and select Undelete.

  4. Confirm the action.

Merge Two Cards

 
 
 

Please note that no contact details from the card being replaced will be transferred to the selected card. Be sure to review the cards before merging to prevent any data loss. However, document packets linked to the card will be transferred.

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Select the first card.

  3. Hold Ctrl and select the second card.

  4. Once the two cards are selected, right-click and select Merge Cards.

    The two cards and their related matters will display.

    User-added image

  5. Select the card you wish to keep and click OK.

    The cards will be merged and all related matters will be assigned to the selected card.

Add a Document to a Card

 

Import a Document into a Card

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Open the card.

  3. Click the Documents tab under Card Details.

  4. Click Import Document.

    The Import window will open.

  5. Select the document and click Open.

  6. Click Save & Close.

Copy a Document to a Card

 

You can now copy a document from a matter's correspondence list to a card.

  1. Open a matter.

  2. Right-click on a document and select Copy to Card.

  3. Search for the card you would like to add the document to and click Select.

The document will be added to the Documents tab of the Card.

 
Click to edit heading

Documents can be copied from the Documents tab of the card to the matter by right-clicking on a document and selecting Copy to Matter.

 

You can also copy documents from the card to the Document Register by right-clicking on a document and selecting Copy to Document Register.

 
Click to edit heading

You can drag and drop a document from any matter's correspondence list to the Documents tab of a card to copy the document.

Create a Document Shortcut to a Card

 

You can now create a shortcut to a document on a card.

  1. Open the matter.

  2. Right-click on a document and select Shortcut to Card.

  3. Search for the card you would like create the document shortcut in and click Select.

A shortcut to the document will be added to the Documents tab of the card.

Print Card Statement of Account

 

Users can a Print Statement of Account for a particular person or organisation from the card details window. This statement combines all the matters associated with the card and lists Matters Number, Invoice Number, Amount Paid, and Balance Due. This is a debtors statement that lists all matters with outstanding invoices for a particular client. 

  1. Open your card.

  2. Click the Print icon in the top left corner of the window.

  3. A PDF version of the Card's Statement of Account will open in a new window and can be printed or downloaded.

Create a New Person Card

 

  1. Click  > Home > under Cards > View Cards > New Card.

  2. Make sure People is selected under Card Type.

 
Click to edit heading

Click the ellipsis icon  in the top-right of the card for the following options:

  • Auto Capitalise Name >  Given Names or Surname: You can enable or disable the auto-capitalisation of names.
  • Auto Capitalise Address Search Result: You can enable or disable automatic capitalisation of addresses.
  • Exclude Country Field for Local Address: If the selected address is within New Zealand, the country field will be left blank.
  • Enable Global Address Search: You can enable the address search to look for address in any country. 

Note: The Auto-Capitalisation selection is a firm wide setting that applies across both Cards and People.

  1. Enter the person's details in the General tab under Personal Details.

 
Click to edit heading

As you enter the name, a prompt suggesting existing cards and people will appear.

  • Switch Card will use that selected card with all the existing information. (A new card will not be created when you save)
  • Add People will use only the information for that particular person. (A new card will be created when you save)

  1. (Optional) Click the Other and Additional Fields tabs to enter more information.

  2. Click the General Details tab on the left.

  3. The Recipient Name is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, untick Auto.

  4. The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, untick Auto.

  5. Select either Friendly (all correspondence will use the person's given names) or Formal (all correspondence will use the person's salutation and surname).

  6. Click the Address tab on the left.

  7. You're able to either search for a street address using Google Maps or enter the street address manually:

    • To search for an address, start typing into the Search address field to use Google Maps to find the address. Once you find the address, select it and edit it, if required.
    • To manually enter the address, select Manual Entry and enter the address details.
    • To enter the Street Address, P.O. Box or Private Bag, click on the relevant tab.

  8. (Optional) Under Future Address, enter a Street Address, P.O. Box or Private Bag with Valid From/To dates.

    All correspondence created during the selected period will be addressed to the future address. If a To date is not entered/selected, then the future address will be used indefinitely.

  9. Click the Notes & Other tab on the left.

  10. (Optional) Enter Bank Account details for the person.

  11. (Optional) Tick the Supplier checkbox if the person is also a supplier so that the information on the card can be included in accounting transactions.

  12. (Optional) Tick the Marketing Consent checkbox for use in the Client Details Report.

 
Click to edit heading

If two or more people share the same address, they can be included together on the one card.

 

Click  next to People on Card and then complete the information.

 

Please note, if the card relates to other matters, the new person will be added to those matters as well. If you don’t want this the happen, you should create a separate card for this new person.

  1. Click Save.

Create a New Organisation Card

 

  1. Click  > Home > under Cards > View Cards > New Card.

  2. Select the organisation type under Card Type:

    • Business/Partnership - refers to organisations such as solicitors and real estate agents.
    • Company - refers to an organisation that holds a company title, i.e., Pty Limited, Limited or Corporation.
    • Government Department - refers to organisations such as courts and councils.
    • Trust - refers to the relationship in which a trustee holds the title to a property for the benefit of another, such as a Trust Estate or Trust Property.

  3. Under Lookup, search for organisations to automatically fill in company name, address details, phone number and website details.

 
Click to edit heading

Click the ellipsis icon  in the top-right of the card for the following options: 

  • Auto Capitalise Name >  Given Names or Surname: You can enable or disable the auto-capitalisation of names.
  • Auto Capitalise Address Search Result: You can enable or disable automatic capitalisation of addresses.
  • Exclude Country Field for Local Address: If the selected address is within Australia, the country field will be left blank.
  • Enable Global Address Search: You can enable the address search to look for address in any country. 

Note: The Auto-Capitalisation selection is a firm wide setting that applies across both Cards and People.

  1. Enter the organisation's details under General Details.

 
Click to edit heading

As you enter the name, a prompt suggesting existing cards and people will appear.

  • Switch Card will use that selected card with all the existing information. (A new card will not be created when you save)
  • Add People/Staff will use only the information for that particular person. (A new card will be created when you save)

  1. (Optional) Enter a matter reference in the "Your" Reference for Matter field (if in a matter).

    This means that any letters that are written to this organisation for this matter will automatically include the organisation's reference in the Your Ref field. The reference will also be displayed on the matter next to the card.

  2. The Recipient Name is the name of the organisation you are writing to and displayed above the address. This is automatically displayed. To edit it, untick Auto.

  3. The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, untick Auto.

  4. Select either Friendly (all correspondence will use the staff member's given names) or Formal (all correspondence will use the staff member's salutation and surname).

  5. Click the Address tab on the left.

  6. You're able to either search for a street address using Google Maps or enter the street address manually:

    • To search for an address, start typing into the Search address field to use Google Maps to find the address. Once you find the address, select it and edit it, if required.
    • To manually enter the address, select Manual Entry and enter the address details.
    • To enter the Street Address, P.O. Box or Private Bag, click on the relevant tab.

  7. (Optional) Under Future Address, enter a Street Address, P.O. Box or Private Bag with Valid From/To dates.

    All correspondence created during the selected period will be addressed to the future address. If a To date is not entered/selected, then the future address will be used indefinitely.

  8. Click the Notes & Other tab on the left.

  9. In the Notes & Other textbox, enter any information that you want to record about your client for internal purposes only. This information is not displayed on any correspondence.

  10. (Optional) Enter Bank Account details for the organisation.

  11. (Optional) Tick the Supplier checkbox if the organisation is also a supplier so that the information on the card can be included in accounting transactions.

  12. (Optional) Tick the Marketing Consent checkbox for use in the Client Details Report.

  13. Click  next to Staff on Card.

  14. Enter the staff's details.

    Complete Organisation Details such as:

    • Organisation Type
    • Trading Name
    • Legal Owners
    • Type
    • NZBN
    • Phone
    • Email
    • Web
 
Click to edit heading

As you enter the name, a prompt suggesting existing cards and people will appear.

  • Switch Card will use that selected card with all the existing information. (A new card will not be created when you save)
  • Add People/Staff will use only the information for that particular person. (A new card will be created when you save)

  1. Click  next to Staff on Card if you wish to add another staff member to the card.

  2. Click Save.

Add Staff to an Organisation Card

 

  1. Click the LEAP Menu > Home > under Cards > View Cards.

  2. Click User-added image next to Staff on Card to add a staff member.

  3. Enter the staff's details.

 
Click to edit heading

As you enter the name, a prompt suggesting existing cards and people will appear.

  • Switch card will use that selected card with all the existing information. (A new card will not be created when you save)
  • Add people will use only the information for that particular person. (A new card will be created when you save)

  1. Select the staff you want to add to the card.

  2. Click Load to confirm that you want to select the person.

  3. Click Save.

 
Click to edit heading

The number in brackets next to 'Staff on card' indicates the number of staff that have been added to the organisation.

Remove People from a Person Card

 

  1. Click  > Home > under Cards > View Cards.

  2. Open the card.

  3. Click the person under People on Card.

  4. Click .

  5. Confirm the deletion.

  6. Click Save.

Remove Staff from an Organisation Card

 

  1. Click  > Home > under Cards > View Cards.

  2. Open the card.

  3. Click the staff under Staff on Card.

  4. Click .

  5. Confirm the deletion.

  6. Click Save.

Delete a Card

 
 
Click to edit heading

A card can't be deleted if it's assigned to a matter.

  1. Click  > Home > under Cards > View Cards.

  2. Right-click the card and select Delete.

  3. Confirm the deletion.

Restore a Card

 

  1. Click  > Home > under Cards > View Cards.

  2. ClickTools icon and select Show Deleted.

  3. Right-click the deleted card and select Undelete.

  4. Confirm the action.

Additional Details

 

To enter additional information regarding General details for the card, such as the Medicare and pension number, Centrelink reference, etc., or the POA details and UCPR Identifiers, click on the Additional Details tab on the left.

Add a Document to a Card

 

Import a Document into a Card

 

  1. Click  > Home > under Cards > View Cards.

  2. Open the card.

  3. Click the Documents tab.

  4. Click Import Document.

  5. Select the document and click Open.

    The Import window will open.

  6. (Optional) Toggle off Use current time as created time if you wish to retain the document's original created date during upload.

  7. Click Upload.

 
Click to edit heading

Right-click on a document to access the following options:

  • Preview – View a preview of the document.
  • Download – Download a copy of the document to your computer.
  • Delete – Remove the document from the card.

Print Card Statement of Account

 

Users can print a card’s Statement of Account from the card details window. This statement details all the matters associated with the card and lists total invoices, amounts paid, and balance due.

  1. Open the Card Details window.

  2. Click Print Statement at the bottom of the window.

  3. A PDF version of the Card's Statement of Account will open in a new window and can be printed or downloaded.

Create a New Person Card

 

  1. TapUser-added image.

  2. TapUser-added imageand then People.

  3. You're able to either import a contact from your mobile device or manually enter the new person details.

    • To import a contact from your mobile device, tap Import and select a contact from your contact list.
    • To manually enter the person details, enter the New Person details such as:
      • Title
      • First Name
      • Last Name
      • Phone
      • Email

  4. (Optional) Tap More Fields to add extra fields such as:

    • Web
    • Gender
    • Other Names
    • Nationality
    • Birth & Death Info

  5. (Optional) Select Add Another Person if you wish to add another person to the card.

  6. Tap Next to continue to Address.

  7. You're able to either search for a street address using Google Maps or enter the street address manually:

    • To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
    • To manually enter the address, tap Enter Address Manually and enter the address details.
    • To enter a P.O. Box or Private Bag, tap Add Address in the P.O. Box field or the Private Bag field. Tap Done once you've entered the P.O. Box or Private Bag.

  8. (Optional) Tap Add Future Address to enter the details of a known future address such as:

    • Valid From
    • Valid To

  9. Tap Next to continue to Letter.

  10. The Recipient Name is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.

  11. The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.

  12. The Formal Greeting Style can be set as either Friendly (toggle Off, all correspondence will use the person's first name) or Formal (toggle On, all correspondence will use the person's title and last name.

  13. (Optional) Tap More Fields to add extra fields such as:

    • Bank Account
    • Other

  14. Tap Save.

Create a New Organisation Card

 

  1. TapUser-added image.

  2. TapUser-added imageand then:

    • Business/Partnership - refers to organisations such as solicitors and real estate agents.
    • Company - refers to an organisation that holds a company title, i.e., Inc, LLC, LLP or LC.
    • Government Department - refers to organisations such as courts and councils.
    • Trust - refers to the relationship in which a trustee holds the title to a property for the benefit of another, such as a Trust Estate or Trust Property.

  4. Tap Next to continue to New Staff.

  5. You're able to either import a contact from your mobile device or manually enter the new staff details.

    • To import a contact from your mobile device, tap Import and select a contact from your contact list.
    • To manually enter the staff details, enter the New Staff details such as:
      • Title
      • First Name
      • Last Name
      • Phone
      • Email

  6. (Optional) Tap More Fields to add extra fields such as:

    • Web
    • Gender
    • Other Names
    • Nationality
    • Birth & Death Info

  7. (Optional) Select Add Another Staff if you wish to add another staff to the card.

  8. Tap Next to continue to Address.

  9. You're able to either search for a street address using Google Maps or enter the street address manually:

    • To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
    • To manually enter the address, tap Enter Address Manually and enter the address details.
    • To enter a P.O. Box or Private Bag, tap Add Address in the P.O. Box field or the Private Bag field. Tap Done once you've entered the P.O. Box or Private Bag.

  10. (Optional) Tap Add Future Address to enter the details of a known future address such as:

    • Valid From
    • Valid To

  11. Tap Next to continue to Letter.

  12. The Recipient Name is the name of the organisation you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.

  13. The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.

  14. The Formal Greeting Style can be set as either Friendly (toggle Off, all correspondence will use the staff member's first name) or Formal (toggle On, all correspondence will use the staff member's title and last name).

  15. (Optional) Tap More Fields to add extra fields such as:

    • Bank Account
    • Other

  16. Tap Save.

Edit an Existing Person Card

 

  1. TapUser-added image.

  2. Open the person card.

  3. Tap Edit and select from the following:

    • Card Details
    • People
    • Address
    • Letter & Other

  4. Tap Save.

Edit an Existing Organisation Card

 

  1. TapUser-added image.

  2. Open the organisation card.

  3. Tap Edit and select from the following:

    • Card Details
    • Staff
    • Address
    • Letter & Other

  4. Tap Save.

Delete a Card

 
 
 

A card can't be deleted if it's assigned to a matter.

  1. TapUser-added image.

  2. Open the card.

  3. Tap Edit and then Delete.

  4. Confirm the deletion.

Restore a Card

 
 
 

See the Restore a card section under the Desktop tab on this article for more information.

Create a New Person Card

 

  1. TapUser-added image.

  2. TapUser-added imageand then People.

  3. You're able to either import a contact from your mobile device or manually enter the new person details.

    • To import a contact from your mobile device, tap Import and select a contact from your contact list.
    • To manually enter the person details, enter the New Person details such as:
      • Title
      • First Name
      • Last Name
      • Phone
      • Email

  4. (Optional) Tap More Fields to add extra fields such as:

    • Web
    • Gender
    • Other Names
    • Nationality
    • Birth & Death Info

  5. (Optional) Select Add Another Person if you wish to add another person to the card.

  6. Tap Next to continue to Address.

  7. You're able to either search for a street address using Google Maps or enter the street address manually:

    • To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
    • To manually enter the address, tap Enter Address Manually and enter the address details.
    • To enter a P.O. Box or Private Bag, tap Add Address in the P.O. Box field or the Private Bag field. Tap Done once you've entered the P.O. Box or Private Bag.

  8. (Optional) Tap Add Future Address to enter the details of a known future address such as:

    • Valid From
    • Valid To

  9. Tap Next to continue to Letter.

  10. The Recipient Name is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.

  11. The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.

  12. The Formal Greeting Style can be set as either Friendly (toggle Off, all correspondence will use the person's first name) or Formal (toggle On, all correspondence will use the person's title and last name.

  13. (Optional) Tap More Fields to add extra fields such as:

    • Bank Account
    • Other

  14. Tap Save.

Create a New Organisation Card

 

  1. TapUser-added image.

  2. TapUser-added imageand then:

    • Business/Partnership - refers to organisations such as solicitors and real estate agents.
    • Company - refers to an organisation that holds a company title, i.e., Inc, LLC, LLP or LC.
    • Government Department - refers to organisations such as courts and councils.
    • Trust - refers to the relationship in which a trustee holds the title to a property for the benefit of another, such as a Trust Estate or Trust Property.

  3. Complete Organisation Details such as:

    • Organisation Type
    • Trading Name
    • Legal Owners
    • Type
    • NZBN
    • Phone
    • Email
    • Web

  4. Tap Next to continue to New Staff.

  5. You're able to either import a contact from your mobile device or manually enter the new staff details.

    • To import a contact from your mobile device, tap Import and select a contact from your contact list.
    • To manually enter the staff details, enter the New Staff details such as:
      • Title
      • First Name
      • Last Name
      • Phone
      • Email

  6. (Optional) Tap More Fields to add extra fields such as:

    • Web
    • Gender
    • Other Names
    • Nationality
    • Birth & Death Info

  7. (Optional) Select Add Another Staff if you wish to add another staff to the card.

  8. Tap Next to continue to Address.

  9. You're able to either search for a street address using Google Maps or enter the street address manually:

    • To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
    • To manually enter the address, tap Enter Address Manually and enter the address details.
    • To enter a P.O. Box or Private Bag, tap Add Address in the P.O. Box field or the Private Bag field. Tap Done once you've entered the P.O. Box or Private Bag.

  10. (Optional) Tap Add Future Address to enter the details of a known future address such as:

    • Valid From
    • Valid To

  11. Tap Next to continue to Letter.

  12. The Recipient Name is the name of the organisation you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.

  13. The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.

  14. The Formal Greeting Style can be set as either Friendly (toggle Off, all correspondence will use the staff member's first name) or Formal (toggle On, all correspondence will use the staff member's title and last name).

  15. (Optional) Tap More Fields to add extra fields such as:

    • Bank Account
    • Other

  16. Tap Save.

Edit an Existing Person Card

 

  1. TapUser-added image.

  2. Open the person card.

  3. Tap Edit and select from the following:

    • Card Details
    • People
    • Address
    • Letter & Other

  4. Tap Save.

Edit an Existing Organisation Card

 

  1. TapUser-added image.

  2. Open the organisation card.

  3. Tap Edit and select from the following:

    • Card Details
    • Staff
    • Address
    • Letter & Other

  4. Tap Save.

Delete a Card

 
 
Click to edit heading

A card can't be deleted if it's assigned to a matter.

  1. TapUser-added image.

  2. Open the card.

  3. Tap Edit and then Delete.

  4. Confirm the deletion.

Restore a Card

 
 
Click to edit heading

See the Restore a card section under the Desktop tab on this article for more information.

Create a New Person Card

 

  1. Tap Cards.

  2. TapUser-added imageand select Person Card.

  3. You're able to either import a contact from your mobile device or manually enter the new person details.

    • To import a contact from your mobile device, tap Import and select a contact from your contact list.
    • To manually enter the person details, enter the New Person details such as:
      • Title
      • First Name
      • Last Name
      • Phone
      • Email

  4. (Optional) Tap More Fields to add extra fields such as:

    • Web
    • Gender
    • Other Names
    • Nationality
    • Birth & Death Info

  5. (Optional) Select Add Another Person if you wish to add another person to the card.

  6. Tap Next to continue to Address.

  7. You're able to either search for a street address using Google Maps or enter the street address manually:

    • To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
    • To manually enter the address, tap Enter Address Manually and enter the address details.
    • To enter a P.O. Box or Private Bag, tap Add Address in the P.O. Box field or the Private Bag. Tap Done once you've entered the P.O. Box or Private Bag.

  8. (Optional) Tap Add Future Address to enter the details of a known future address such as:

    • Valid From
    • Valid To

  9. Tap Next to continue to Letter.

  10. The Recipient Name is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.

  11. The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.

  12. The Style can be set as either Friendly (all correspondence will use the person's first name) or Formal (all correspondence will use the person's title and last name).

  13. (Optional) Tap More Fields to add extra fields such as:

    • Bank Account
    • Others

  14. Tap Done.

Create a New Organisation Card

 

  1. Tap Cards.

  2. TapUser-added imageand select Organisation Card.

  3. Complete Organisation Details such as:

    • Organisation Type
    • Trading Name
    • Legal Owners
    • Type
    • NZBN
    • Phone
    • Email
    • Web

  4. Tap Next to continue to New Staff.

  5. You're able to either import a contact from your mobile device or manually enter the new staff details.

    • To import a contact from your mobile device, tap Import and select a contact from your contact list.
    • To manually enter the staff details, enter the New Staff details such as:
      • Title
      • First Name
      • Last Name
      • Phone
      • Email

  6. (Optional) Tap More Fields to add extra fields such as:

    • Web
    • Gender
    • Other Names
    • Nationality
    • Birth & Death Info

  7. (Optional) Select Add Another Staff if you wish to add another staff to the card.

  8. Tap Next to continue to Address.

  9. You're able to either search for a street address using Google Maps or enter the street address manually:

    • To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
    • To manually enter the address, tap Enter Address Manually and enter the address details.
    • To enter a P.O. Box or Private Bag, tap Add Address in the P.O. Box field or the Private Bag field. Tap Done once you've entered the P.O. Box or Private Bag.

  10. (Optional) Tap Add Future Address to enter the details of a known future address such as:

    • Valid From
    • Valid To

  11. Tap Next to continue to Letter.

  12. The Recipient Name is the name of the organisation you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.

  13. The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.

  14. The Style can be set as either Friendly (all correspondence will use the staff member's first name) or Formal (all correspondence will use the staff member's title and last name).

  15. Tap Done.

Edit an Existing Person Card

 

  1. Tap Cards.

  2. Open the person card.

  3. Tap User-added image and select from the following details to edit:

    • Edit Details
    • Edit People
    • Edit Address
    • Edit Letter & Others

  4. Tap Done.

Edit an Existing Organisation Card

 

  1. Tap Cards.

  2. Open the organisation card.

  3. Tap User-added image and select from the following details to edit:

    • Edit Organisation
    • Edit Staff
    • Edit Address
    • Edit Letter & Others

  4. Tap Done.

Delete a Card

 
 
 

A card can't be deleted if it's assigned to a matter.

  1. Tap Cards.

  2. Open the card.

  3. Tap User-added imageand then Delete Card.

  4. Confirm the deletion.

Restore a Card

 
 
 

See the Restore a card section under the Desktop tab on this article for more information.

Last Modified Date
15/01/2026 3:35 pm
Title
Creating a Card
URL Name
Creating-a-Card-NZ

Resolution
Card Management
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Creating a Card