How can I add the phone log under matter?
1. Click on the Matters tab present on the nap bar.
2. Select the matter for which you want to add the phone log.
3: Click on the "+New Message Log" button under the Communications tab.
4: A new window will open, select Phone Logs enter the details, and click on the Save button.
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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 can I delete phone logs for the matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the phone log. 3. Click on the Phone Logs under communication and click on the delete icon of the phone log you wish to delete. 4. Click on Confirm ...How can I add the email log for a matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the Matter you want to add to the email log under contact. 3. Click on the + New Message Log button under the communication tab. 4. A new window will open, select the Email tab, enter ...How to delete a Phone Log for a contact?
1 - Go to the Contact tab and click on Contact from which you want to delete a phone log. 2- Go to the Communication tab -> then select the Phone log option. Click on the delete icon on the log that you want to delete present in front of the log.Where can I put details related to the matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the phone log. 3. Click on Details tab and then click on the pencil icon on the right of your screen. 4. Add your details, click on the Save button.