How can I add a Contact Photo?

1. Click on the Contacts tab present on the nap bar.

2. Click on the contact for which you want to add the photo.

3. Click on the photo icon and upload your contact photo.

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• How can you add a New Contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Click on the "Add Contact" button to add a new contact. 3 - If you wish to add a client/company, click the person/company button & fill in the details in the new contact form, and click save.

• How to add a phone log for a contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Click on the contact you want to add a phone log for. 3 - Select the Communication tab and then click on the "New Message Log" button. 4 - A new "Add Log" form will open. Select the “Phone“ ...

• How to add an email log for a contact?

  1 - Click on the Contacts tab present on the nap bar. 2 - Select contact you want to add an email log for. 3 - A window will open, then click on communications, Then click on "new message log" 4 - Click on “New Message Log” button. 5 - A new Add Log ...

• How to add a task under a contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Select a Contact in which you want to add a task. 3 - Select Task tab and click on the New Task button. 4 - A window will open. Fill in the task details, and click the Save button.

• How do I link contact to matter?

  1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to link the contact. 3. Under the Details, tab click on the Manage Contacts option. 4. Add or link the clients from the drop-down list and click on the Save ...