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A Stakeholder's Contact Card contains information specific to the Stakeholder. For example, their email address, name or phone number. Contact Field Definitions allow for additional data to be captur…
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 con…
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…
To create a new Contact Field Definition: Navigate to Settings > Contact Fields. To add a new Group : Click +. Enter a name for the group. Create. Groups help to organise the data on a Contact Card.…
Merging contacts allows you to combine the contact data, documents and associated Matters of multiple contacts into a single Contact Card. This is a great way to remove duplicate contacts on your acc…
A Contact Field Definition's Data Marker can be used within Email and Document Templates to automatically input your Stakeholders details into the template. Format. A Contact Field's Data Marker is m…
You are able to export individual contact cards, at any time: Navigate to the Contacts area located in the left-hand sidebar. Search for the required contact. Select Export. All contact information a…
The History tab of a stakeholder's contact card details a list of changes that have been made to the contact. The audit trail includes details on: The time and date of the change. The change that was…
