How can I manage custom fields in a Contact?

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

2. Select the contact for which you want to add the custom field.

3. Select the custom fields option and manage the fields accordingly.

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• 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 ...

• 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”

• 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 can I add my own custom field?

  1. Click on the Matters tab present on the nap bar. 2. Click on the Matter for which you want to add a custom field. 3. Click on the pencil icon appearing on the right side of your screen. 4. Click on the Custom Fields tab. In the Custom Fields ...