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contacts
contacts
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Do you have questions about contacts?

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Yes you can! If you want multiple of the same type of contact, you can right-click on the existing contact and select "Add [contact card type]" then select either "Same Solicitor" or "Different Solicitor". Please let us know if this didn't answer your question!

Enable email marketing in your Smokeball Settings. Once this has been set up, you'll be able to access Email Marketing from your Contacts tab. You can then create a campaign with your Christmas email, and to send to a particular recipient group (like 'Clients'!)

Answer
contacts

You can do this by first creating and saving the Contact, then right-clicking on the name and selecting "Edit Role and Legal Description" to enter the full capacity description, eg "as Trustee for XYZ."  
For full instructions see this handy Smokeball article: https://smokeballau.helpdocsonline.com/trustee-or-executor23