You can edit a contact to add or modify data. Contacts are a core component of a good Case Management system. Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations. Contacts are very critical for profiling Matter relationships such as co-counsel, opposition, insurance reps, and so on.
- Use the drop-down menu to highlight the appropriate Contact list view.
- Select Go to navigate to the Contact list view chosen.