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 match any existing contacts, they will be provided as a suggestion.
- 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
