Create a Contact:
- Go to the Client Tab
- Click Manage Contacts
- Click Add Contact
- Add the details to the contact and save.
Add a Client Contact:
- Go to the specific client.
- Click on the Contacts tab.
- Click on the blue Add Contact button on the right.
- Click on the name of the desired contact.
- If you don't see the name of the specific contact, click the ADD Contact button, enter the information for the Contact, and then the blue Save button at the bottom.
Add a Matter Contact:
- Go to the specific matter.
- Click on the Contacts tab.
- Click on the blue Add Contact button on the right.
- Click on the name of the desired contact.
- If you don't see the name of the specific contact, click the ADD Contact button, enter the information for the Contact, and then the blue Save button at the bottom.
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