Objectives

• Link

...

Environment

• Contacts Module

Additional Information

• Link contact/ matter related to the contact 
• Export matters related to the contact to excel

Procedure

Related contacts tab is used to keep track of Contacts related to a Contact.

Contacts related to the Contact are present with their information in the Contacts module.

To relate the contact, you can simply write the contact name and then press on Add Relation Button.

Image Removed

• an existing person/ matter/ contract to the person

Steps

The Person tab is utilized to monitor individuals associated with a specific person.

To establish a connection with a person, you can easily search for their name and then click on the "Add Relation" button.

Image Added

Related Matters tab is used to store matters related to the contactperson.

To relate the matter, you can simply write the matter name and then press on the Add relation Relation button.

Image RemovedImage Added

To the right, we have the Export button option, which allows you to export all the matters related to the contact.the person to Excel.

Contracts & Documents tab is used to keep track of contracts related to a Person.

To relate the contract, you can simply search for the contract name and then press on the Add Relation Button.

Image Added

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!