Contact is linked with incorrect matters


If a contact is linked with incorrect matters this is likely because their details have been inputted on an existing contact card rather than creating a new one.

When creating a new contact, always add them as a new stakeholder, do not overwrite the details within an existing contact card.

If you wish to remove a stakeholder from a matter, do this manually by selecting 'remove' on the contact card. Do not edit the details within the existing contact.

If a stakeholder's contact card is updated, it will update the details on all associated matters.

    
Powered by HelpDocs (opens in a new tab)