Contacts tab

All Contacts added through the Parties page of the Details tab will be listed in this tab. Contacts can be added, amended or removed. You can also produce documents, emails and send SMS text messages.

To add new contacts:

1. Click the  Add New Contact icon or Right-click and select Assign New Contact from the shortcut menu. The Add Association for Matter dialog box displays.
2. Select the relevant role from the role drop-down list.
3. Depending on the role selected one or more of the Associations will be active.
4. Click on the New icon   to add a new contact or click on the Search icon to select an existing contact.
5. Complete details for the new contact (if a service contact you will need to search for the service first) or search for an existing contact and click OK to return to the Associations for Matter. Click Finish.

See the Client and Matters manual for full details on adding a contact.

To edit selected contact:

1. Select the appropriate contact, Right-click and select Edit Selected Contact from the short cut menu. The Associations for Matter dialog box displays.
2. Amend the fields as required and click OK to return to the main screen.

To delete selected contact:

1. Right-click on the selected contact and select Remove Selected Contact.
2. A warning message displays requesting confirmation of the instruction.
3. Click Yes.

Note Via the Right-click short cut menu, you can also Produce Correspondence or a Quick Letter to the contact or send an email or SMS text message to the contact.