Editing a contact's details
Take care when updating contact information, please be aware of the following:
- Changes made to contact cards will automatically apply to any matter that contact is involved with.
- Changing a contact's email address will change their login within the Stakeholder Portal.
- Changing a contact's email address will associate that contact to any existing matters which already have that email in use.
- If an incorrect stakeholder is added to a matter, we do not recommend editing their contact card. Remove the incorrect contact and add the right one instead.
Editing Contacts
Editing contact information can be done:
- Within a matter
- Within your Contact settings
Within a matter
- Select 'Edit' on the Stakeholders contact card
- Open the relevant group to find it's data point
- Add or edit the information
- Save
Within your Contact settings
- Navigate to the Contacts area located in the left-hand sidebar
- Search via name, email, phone number or organisationThe first 50 entries matching your search criteria will be shown. Select 'Next' at the bottom of the page to see more.
- Select the desired contact
- Follow steps 2 - 4 above
Default Contact Fields
By default the following fields are provided on a stakeholder's contact card:
New fields can be added through Contact Field Definitions.
- Information
- Forename
- Middle Name
- Surname
- Phone Number
- Organisation Name
- Notes: a place to save any extra information related to the stakeholder.These notes are just for internal use and cannot be seen by the stakeholder.
- Matters: a list of matters that stakeholder is involved with.
- Shared Forms: any forms that are currently shared with that stakeholderThis section is only applicable if you are using an InTouch custom mobile app.
- Documents: a place to upload and store any documents relating to the stakeholder.These documents are just for internal use and cannot be seen by the stakeholder.
- Xero Contact: a place to link your contact with Xero.This section is only applicable if you are using the InTouch accounts functionality.
