How can I delete contact in matter?

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

2. Select the matter for which you want to manage related contacts.

3. Select the Details tab, and click on the edit button.

4. Under the Contacts field, click on the delete icon on your contact and then click on confirm.

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• How do I close a contact?

  Open the Contacts section. Locate the contact you want to archive/deactivate. Click on the Active/Archived section. The contact will move to the Active/Archived list.

• How to add a new contact?

  Go to the contacts module Click on “Add Contact” A contact creation form will appear and fill in the required details such as: Full name Email address Phone number Address Click “Save” or “Create contact”

• How do I edit an existing contact’s information?

  Steps to update the existing contact in the MatterSuite 1. Login to MatterSuite. 2. In the navigation bar, go to the "Contacts" tab. 3. Find the contact you want to update from the list. 4. Click the "Edit icon" next to the contact. 5. Update the ...

• What is the contact module in MatterSuite?

  The Contacts module serves as a centralized hub for managing and storing all contact details — including clients, vendors, witnesses, opposing counsels, and other related parties — in one convenient location.

• 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 ...