Editing a Contact

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.

Navigate to a Contact List View

1. Use the drop-down menu to highlight the appropriate Contact list view.

2. Select Go to navigate to the Contact list view chosen.

Choose Contact To Edit

Choose Contact To Edit

Select Edit next to the Contact you wish to edit.

Edit Contact Details

Edit Contact Details
  1. Add or modify the desired Contact information.
  2. Select Save to save the changes or select Save & New to go directly to a blank Contact form to add a new Contact.