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A Stakeholder's Contact Card contains information specific to that stakeholder. For example, their email address, name or phone number. Additional data on that stakeholder can be saved against Contac…
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 in…
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…
A contact field can be used to save information against a stakeholder's contact card. This information can then be automatically recalled within your templates, by making use of it's data marker. Cre…
Merging contacts allows you to combine the data of multiple stakeholders into a single Contact Card. This is the best way to remove duplicate contacts from your account. To merge a contact: Navigate…
A Contact Field Definition's Data Marker can be used within Email , SMS and Document Templates to automatically input your stakeholders details into that template. Format. A Contact Field Data Marker…
The data saved to a stakeholder's contact card can be exported at any time: Navigate to the Contacts area located in the left-hand sidebar. Search for the required contact. Select Export. All contact…
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…
