How do I manage related contacts of a 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 Related Contacts field, click on the Manage Contacts option.
5. Add the related contacts and click on the Save button.
Related Articles
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 ...How to add new matter in MatterSuite?
Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...How to link an event with Matter.
Open the Calendar. Click Add Event (or select an existing event). Enter the event title, date, and description. Click Link to Matter. Choose the relevant matter from the list. Click Save to link the event and finish.How do I link a task to a matter or client?
Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...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 ...