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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 additional data to be captured…
New Stakeholder Contacts can be created: Within a Matter. From the Contacts database. Creating a new contact on a matter. Select + next to the name of the relevant Stakeholder type. Create New. Enter…
Editing a contacts information can be done in two ways: From your Contact settings. Directly on a matter. If you change a contact's email address, they will then be linked with any Matters associated…
To create a new Contact Field Definition, follow the below steps; Navigate to Settings > Contacts. Navigate to the Contact Field Definitions tab. To add a new Group : Click +. Enter a name for the gr…
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're able to export individual contact cards, at any time: Navigate to Settings > Contacts. Search for the required contact. Select Export. Click Yes. All contact information and documents will be…
