Objectives
- Insert a Contact in the data basedatabase
- Correct/Revise/Update data related to an existing Contact
- Capture and manage a contact’s details
Environment
Related Articles of Contacts Module
Additional Information
The Contacts Module also allows you to
- Add a new Contact
- Edit a Contact
- Set Categories/Sub-Categories to your Contacts to search more easily
- Link a Contact to a Contact
- Create Folders and Documents
- Export all the Matters Related to a Contact
Procedure
Steps
In this video, we will cover the Contacts Database - how to capture important contact information and documents, how to relate specific matters to contact, and how to relate contacts to each other. This will be very helpful when checking for conflicts of interest.
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