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.

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• 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 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 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 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 to add a new motion in the Matter?

  Go to the Matters section. Select the Matter where you want to add the motion. Open the LawSuite tab and click on the Motions section. Choose your motion type, fill in the details, and click Save. Refer to the image below .