Adding and editing a new contact

1) Click the White New button. Then select Contact. 

2) Type the information for the contact in the available fields. You can also create Custom Fields to collect information unique to law firm practice areas and needs. To learn how to create custom fields, please click here.

Note: You can also invite your contacts to the client portal when you include an email. For more info about adding to the client portal, click here.

3) The "Assigned To" field allows you to include one or more users who can follow up with this contact. Select SAVE once you have updated this contact. 

4) Once saved, you will be able to review the information entered on the next screen. 
To edit this information, click the pencil icon. 
To delete the contact, click the trashcan icon. 

This page will act as a summary of all items related to this contact. Click on every tab (matters, activities, notes, etc) to review the different information gathered for this contact.

5) The history for each contact will appear at the bottom of the page. The history shows who created the contact along with who was the last user to modify the contact.

Add multiple people to a contact or company

1) Create a new contact, and select Add a company.

2) Fill out the details for the Company's Primary Contact. 

3) Click on "Add another contact to this company" to add additional contacts. 

View current contacts

1) To view all contacts, click Contacts in the navigation bar.

2) To sort the contacts, click the three little dots to the left of the field you want to sort. To include additional columns, select the three dots at the end of the row on the right.