Setup Tables Add Timesheet Descriptions Add Timesheet Entries Asset Descriptions Banks Trustee Suite Online Address Book Case Administration Dates Courts Districts ECF Logins (PACER Logins) Expense Descriptions Final Reports Ledger Categories Ledger Descriptions Professionals Setup Repetitive Payees Set up Attention Reasons Set up QuikText Descriptions Timesheet Reports Trustee Trustee Staff Use Attention Codes Use QuikText Descriptions Wage Claim Taxes

From the top Main Menu toolbar (File Menu), select ‘Tables’>’Professionals’ to invoke the Professional List screen shown below.

At the top of the Professional List screen is a filter with a ‘Find Name’ text field, ‘GO’ button and ‘Filter By Type’ drop-down menu.

The Professional List table is comprised of the following columns populated via the field beneath the table:

• ‘Code’:  Enter the applicable code.
• ‘Type’ drop-down menu:  Select the applicable type from the options provided (‘Judge’, ‘Lawyer’, ‘Other’).
• ‘Name’:  Enter the applicable professional name in the provided text field.
• ‘Firm’:  Enter the firm of the professional in the provided text field.
• ‘Address’ (lines 1 and 2):  Enter the professional’s City, State and Zip Code in the provided text fields.
• ‘Email’ hyperlink:  Enter the professional’s email address in the provided text field and click the ‘Email’ hyperlink to open a new email message in Outlook.
• ‘Phone’ (‘Office’ ‘Mobile’, ‘Home’, ‘Fax’):  Enter the professional’s phone information in the provided text fields.
• ‘Staff’:  Use the ellipsis button to invoke the Attorney Staff List modal pop-up to select professionals, as necessary, to populate the ‘Staff’ field.

‘New Item’ button.  Click on this button to create a new professional.

‘Edit Item’ button:  Click on this button to edit a professional’s information.

‘Options…’ button:  Click on this button, as applicable, and select from the available options.

Single Print and Multiple Print icons:  Click on the appropriate icon to print the Professional List.

‘Usage’ button:  Click on this button to see which cases this professional is used with.

‘Save’:  Click on this button to save your selections.