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.
Creating a New Contact
1. To create a new contact, go to the main Contacts screen (Case Menu >> Contacts), and click the blue and white + in the upper left corner.
2. The Create Contact screen will appear. Select either Person or Organization from the "Type" dropdown, and enter the name of the contact and click Ok.
Create a New Contact
3. In the details screen, enter as much information for the contact as desired and click "Save."
Editing an 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.
Deleting an Existing Contact
To delete an existing contact, select the Contact from the Contacts Main Screen (Case >> Contacts). Hover the mouse cursor over the contact name, and click the X that will appear to the right of the name to delete the contact.
