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

Make sure People is selected under Card Type.

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

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

Click the Details tab on the left.

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

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

Click the Address tab on the left.

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 D.X, click on the relevant tab.

(Optional) Under Future Address, enter a Street Address, P.O. Box or DX 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.

Click the Notes & Other tab on the left.

(Optional) Enter Bank Account details for the person.

(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.

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

Click Save.

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

Select the organisation type under Card Type:

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

Enter the organisation's details under General Details.

(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.

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.

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

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).

Click the Address tab on the left.

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 D.X, click on the relevant tab.

(Optional) Under Future Address, enter a Street Address, P.O. Box or DX 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.

Click the Notes & Other tab on the left.

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.

(Optional) Enter Bank Account details for the organisation.

(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.

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

Click  next to Staff on Card.

Enter the staff's details.

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

Click Save.

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

Click  next to Staff on Card to add a staff member.

Enter the staff's details.

Select the staff you want to add to the card.

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

Click Save.

Click  > Home > under Cards > View Cards.

Open the card.

Click the person under People on Card.

Click .

Confirm the deletion.

Click Save.

Click  > Home > under Cards > View Cards.

Open the card.

Click the staff under Staff on Card.

Click .

Confirm the deletion.

Click Save.

Click  > Home > under Cards > View Cards.

Right-click the card and select Delete.

Confirm the deletion.

Click  > Home > under Cards > View Cards.

Click and select Show Deleted.

Right-click the deleted card and select Undelete.

Confirm the action.

Open the Card Details window.

Click Print Statement at the bottom of the window.

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

Tap .

Tapand then People.

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

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

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

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

Tap Next to continue to Address.

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 D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.

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

• Valid From
• Valid To

Tap Next to continue to Letter.

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.

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.

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.

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

• Bank Account
• Other

Tap Save.

Tap .

Tapand 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.

Complete Organisation Details such as:

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

Tap Next to continue to New Staff.

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

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

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

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

Tap Next to continue to Address.

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 D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.

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

• Valid From
• Valid To

Tap Next to continue to Letter.

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.

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.

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).

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

• Bank Account
• Other

Tap Save.

Tap.

Open the person card.

Tap Edit and select from the following:

• Card Details
• People
• Address
• Letter & Other

Tap Save.

Tap.

Open the organisation card.

Tap Edit and select from the following:

• Card Details
• Staff
• Address
• Letter & Other

Tap Save.

Tap.

Open the card.

Tap Edit and then Delete.

Confirm the deletion.

Tap.

Tapand then People.

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

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

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

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

Tap Next to continue to Address.

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 D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.

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

• Valid From
• Valid To

Tap Next to continue to Letter.

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.

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.

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.

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

• Bank Account
• Other

Tap Save.

Tap.

Tapand 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.

Complete Organisation Details such as:

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

Tap Next to continue to New Staff.

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

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

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

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

Tap Next to continue to Address.

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 D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.

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

• Valid From
• Valid To

Tap Next to continue to Letter.

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.

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.

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).

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

• Bank Account
• Other

Tap Save.

Tap.

Open the person card.

Tap Edit and select from the following:

• Card Details
• People
• Address
• Letter & Other

Tap Save.

Tap.

Open the organisation card.

Tap Edit and select from the following:

• Card Details
• Staff
• Address
• Letter & Other

Tap Save.

Tap.

Open the card.

Tap Edit and then Delete.

Confirm the deletion.

Tap Cards.

Tapand select Person Card.

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

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

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

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

Tap Next to continue to Address.

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 D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.

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

• Valid From
• Valid To

Tap Next to continue to Letter.

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.

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.

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).

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

• Bank Account
• Others

Tap Done.

Tap Cards.

Tapand select Organisation Card.

Complete Organisation Details such as:

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

Tap Next to continue to New Staff.

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

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

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

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

Tap Next to continue to Address.

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 D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.

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

• Valid From
• Valid To

Tap Next to continue to Letter.

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.

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.

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).

Tap Done.

Tap Cards.

Open the person card.

Tapand select from the following details to edit:

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

Tap Done.

Tap Cards.

Open the organisation card.

Tap and select from the following details to edit:

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

Tap Done.

Tap Cards.

Open the card.

Tapand then Delete Card.

Confirm the deletion.