Creating new contacts
New contacts can be created:
- Within a matter
- Within your Contact settings
Within a matter
- Select the '+' icon next to the relevant stakeholder group
- Choose 'Create New'
- Enter the relevant contact informationIf their name, email address or organisation name match any existing entries within your Contacts list, they will be provided as a suggestion and can be chosen from
- By default, you will be asked to provide:
- Forename
- Middle Name
- Surname
- Phone Number
- Organisation NameFurther data can be added to a contact card once it's been created by following the guidance here.
- By default, you will be asked to provide:
- Create New Contact
Within your Contact settings
- Navigate to the Contacts area located in the left-hand sidebar
- Select '+ Add'
- Follow steps 3 - 4 above
