Objectives
- Link a an existing person/ matter related / contract to the person
Steps
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The Person tab is
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Persons related to the Person are present with their information in the Persons module.
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.
To relate the person, you can simply write the person name and then press on Add Relation Button.
Matters tab is used to store matters related to the person.
To relate the matter, you can simply write the matter name and then press on the Add Relation button.
To the right, we have the Export button option, which allows you to export all the matters related to 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.
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