Quick Tip
Case contacts allow you to add important contacts related to a case file. They also enable you to specify the contact’s relationship to the case file or the client.
Case contacts can be either individuals or organizations, and you can add an unlimited number of contacts to a case file.
- Go to Case Files.
- Select a case file.
- In the Case contacts card, click Add case contact.
- Select Individual or Organization, enter the contact information, then click Save.
Tip: If the contact already exists in the system, check the Select existing contact box, then find and select the contact. The system will automatically populate the form with the contact’s information, allowing you to make changes if needed before saving.
However, if the selected contact belongs to a reserved group, the system will prevent modifications by displaying the contact information in read-only mode. - In the Case contact screen, select the contact’s relationship to the client or case file from the Relationship drop-down list.
- Click Close to return to the case file preview.
- Go to Case Files.
- Select a case file.
- In the Case Contacts card, hover over the case contact whose relationship you want to change.
- Click Preview.
- From the Relationship drop-down menu, select the new relationship.
- Click Close to return to the case file preview.
Important
The system only allows changes to contact details if the contact does not belong to a reserved group. Contacts in reserved groups cannot be edited.
- Go to Case Files.
- Select a case file.
- In the Case Contacts card, hover over the case contact you want to edit.
- Click Preview.
- Click Edit case contact.
- Make the necessary changes, then click Save.
- Click Close to return to the case file preview.
- Go to Case Files.
- Select a case file.
- In the Case Contacts card, hover over the case contact you want to remove.
- Click Remove.
- Click Remove again to confirm.
