Contacts

Contacts are the individuals who work for the players and may sometimes include people such as the third party vendors and other contacts. A player may also be an individual and can be added as a contact. The contacts listed here are specific to a matter. From the Matter menu drop down, click on Players and Parties. Click on the Contacts tab.

To add a new contact to the matter:

1. Click on the icon on the far right of the page. On the Players and Parties tab, click Add Contact.

2. The options available in the drop down for Contact Role, will be determined as per the contact check box selected, when adding Players in Admin> External Roles. This is a required field.
3. Select Yes or No for existing contact. This is a required selection.
4. You can search for an existing contact, from the Contact drop down. The drop-down list will be filtered as you type.
5. To add a new contact, enter the details of the contact in the fields. Email Address, First Name and Last Name are required fields.
6. The Contact's panel on the left, will list and sort all the added contact roles. All contacts will be displayed by default. The other contact roles will be added and listed, as you add contacts. The contact name and image is listed under the Sorted by panel. You can sort the contact list by Company, Title, and Name. Select the circle icon against the contact name, to view the Contact Business Card in the right panel. The Matters and Opportunities tab will list all the matter details dealt by the contact and also the internal connections within the firm. Click on the Comments tab to view /update any comments for the selected contact. If you have selected more than one contact from the contact list, the right panel will list the shared Matters and Opportunities details, between the contacts.
7. You can search a contact name from the Search field. The contact list will be filtered as you type.
8. Select the contact and click on the Edit Contact button, to edit/update the contact details. Click on the Send Email button, to send an email to a contact. To send email to multiple contacts, select the contact names from the contact list and in the left panel, click the Send Email button.

Tip: Click on the icon on the far right of the page to Add a new Player and access the Mattertab.