Contacts

Location: Case Menu->Contacts


General

The Contacts page allows for managing contact information for those related to a specific case.  This includes, but is not limited to, experts, opposing counsel, and team members.  This section will specifically address adding and deleting contacts as well as updating existing contact information.


Contacts Main Screen

Create New Contact

To create a new contact, go to the main Contacts screen (Case Menu->Contacts), and click the + in the upper right corner as seen in the image above.  Expand the Create section and click on Create New Contact.  The Contact Information screen will appear. Input the corresponding information and click Update at the bottom  This will save the information as a new contact.


Delete Existing Contact

To delete an existing contact, select the Contact from the Contacts Main Screen (Case >Contacts), and then click the trash can icon in the lower right corner of the Contact Information screen.

Edit Existing Contact

To edit an existing contact, select the Contact from the Contacts Main Screen (Case >Contacts), and then update the necessary information and click "Update" at the bottom of the Contact Information Screen.