External People

Search external people based on experience metadata. You can filter/sort the list by:

• Grouping- Choose to Group by Type or Ungroup.

Field	Description
Name Title/Office	The name of person. Click to access the External Person Profile screen.
Company Name	The company for which the person works.
Title	The designation of external contact.
Phone	The telephone number for the contact.
Department	The department for which the person works.
Email	The email address of the contact. Clicking the email address opens a blank message in the user’s default mail program.
External Category	Categorization indicating this person's relationship to the firm (e.g., Judge, Accounting, Expert).

Tip: You can click the Name column header to sort the list by that column, then click the column header again to reverse the sort order.

External Person Profile

The External Person Profile screen consists of the Matter tab and the Person Details tab.

The Matter tab lists all matters in which this person played a role, along with the client the matter was associated to and the external person's role.

The Person Details tab shows contact information for the person as well as each applicable External Category (indicating the relationship the person has to the firm). You can add a new category, as well as designate whether the person is currently active in this role and set a range of active dates.

Tip: You can show/hide the External People Profile page for various users. Admin: Permission Group: Person> View Profile

Click the Edit button in the upper right corner of the screen. This enables a Save button and a Cancelbutton. Users who do not have edit permissions, can click the Report Incorrect Data button on the top right corner of the screen, on any of the tabs to report any incorrect information. The external person profile name will be added in the Reported Incorrect Data list on the Experience and Relationship dashboard.